Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AA (Alcoa Corporation) | 35.72% | 160.37% | 30.13% | 14.88% | 13.22% | 6.32% | 2.35% | … | … |
Data as of 06/05/2026, Common starting date is 11/05/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AA (Alcoa Corporation) | 11/05/1984 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.41 | 160.37 | 30.13 | 14.88 | 13.22 | 6.32 | 2.35 | … | … | 35.72 | 42.46 | 12.43 | -24.33 | -23.12 | 159.05 | 7.16 | -19.07 | -50.66 | 91.84 | 30.58 | -35.92 | 51.62 | 26.55 | 3.60 | -42.63 | -2.33 | 53.64 | -66.94 | 27.49 | 6.37 | -0.86 | -13.50 | 77.07 | -32.57 | 10.35 | -16.90 | 125.94 | 7.25 | 11.27 | 22.21 | 23.18 | 25.63 | -2.47 | 12.03 | 12.65 | -22.56 | 33.93 | 19.79 | 38.01 | -12.01 | 4.05 | -0.34 |
| Sharpe Ratio | NA | 3.50 | 0.59 | 0.23 | 0.24 | NA | NA | … | … | 2.70 | 0.75 | 0.18 | -0.54 | -0.37 | 2.54 | 0.08 | -0.52 | -1.14 | 2.46 | 0.64 | -0.94 | 1.72 | 1.10 | 0.13 | -0.98 | -0.06 | 0.74 | -0.83 | 0.72 | 0.11 | -0.14 | -0.50 | 2.27 | -0.81 | 0.19 | -0.41 | 2.89 | 0.12 | 0.28 | 0.74 | 0.59 | 0.96 | -0.21 | 0.35 | 0.32 | -1.19 | 1.42 | 0.50 | 0.69 | -0.63 | -0.06 | -0.36 |
| Standard Deviation(%) | NA | 51.77 | 51.84 | 55.81 | 54.90 | NA | NA | … | … | 56.40 | 53.33 | 48.02 | 51.89 | 66.84 | 62.49 | 81.62 | 39.25 | 45.62 | 37.28 | 47.70 | 38.27 | 29.96 | 24.17 | 28.20 | 43.40 | 37.58 | 71.88 | 81.76 | 33.77 | 26.73 | 21.78 | 28.77 | 33.70 | 41.81 | 41.27 | 51.54 | 42.38 | 32.36 | 26.57 | 24.82 | 32.76 | 23.52 | 21.75 | 26.78 | 27.50 | 23.54 | 19.69 | 29.97 | 48.73 | 25.71 | 22.86 | 23.65 |
| Draw Down(%) | NA | 15.80 | 52.25 | 75.46 | 90.90 | NA | NA | … | … | 15.80 | 42.72 | 36.55 | 57.51 | 64.46 | 28.66 | 74.52 | 46.00 | 58.24 | 23.00 | 31.71 | 53.24 | 18.01 | 16.60 | 24.87 | 52.23 | 42.06 | 54.63 | 83.91 | 31.86 | 26.40 | 28.05 | 24.38 | 22.38 | 53.29 | 37.03 | 44.47 | 16.48 | 24.44 | 25.41 | 16.23 | 19.04 | 19.25 | 22.22 | 20.21 | 23.03 | 33.79 | 14.29 | 23.08 | 46.67 | 27.87 | 24.44 | 9.21 |
| Yield(%) | 0.00 | 1.44 | 1.18 | 1.01 | 2.24 | 1.56 | 1.39 | … | … | 0.35 | 1.05 | 1.20 | 0.90 | 0.66 | 0.43 | 0.00 | 0.00 | 0.00 | 0.00 | 3.22 | 1.82 | 2.74 | 3.21 | 3.12 | 1.82 | 1.73 | 5.16 | 4.52 | 5.57 | 4.82 | 4.65 | 3.84 | 6.12 | 4.04 | 4.47 | 1.48 | 1.31 | 1.27 | 0.90 | 1.47 | 0.55 | 0.68 | 0.66 | 0.75 | 0.92 | 0.64 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/05/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AA (Alcoa Corporation) |
-43.64%
Mar 2017 – Mar 2020 |
-25.90%
Mar 2015 – Mar 2020 |
-13.66%
Mar 2010 – Mar 2020 |
-12.18%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AA (Alcoa Corporation) |
91.18%
Mar 2020 – Mar 2023 |
38.71%
Mar 2020 – Mar 2025 |
19.83%
Nov 1991 – Nov 2001 |
17.13%
Jul 1986 – Jul 2001 |
Annualized Rolling Returns Comparison Chart