Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALLO (Allogene Therapeutics, Inc.) | 37.23% | 45.74% | -30.37% | -40.01% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/11/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALLO (Allogene Therapeutics, Inc.) | 10/11/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -13.36 | 45.74 | -30.37 | -40.01 | NA | NA | NA | … | … | 37.23 | -35.21 | -31.78 | -48.97 | -57.84 | -40.89 | -2.85 | -3.53 | 7.72 |
| Sharpe Ratio | NA | 0.93 | -0.34 | -0.48 | NA | NA | NA | … | … | 1.95 | -0.41 | -0.48 | -0.74 | -0.76 | -0.46 | -0.04 | -0.11 | 0.49 |
| Standard Deviation(%) | NA | 87.51 | 88.05 | 86.41 | NA | NA | NA | … | … | 105.55 | 94.24 | 80.36 | 72.71 | 78.26 | 88.24 | 69.90 | 43.33 | 79.79 |
| Draw Down(%) | NA | 38.24 | 84.06 | 96.56 | NA | NA | NA | … | … | 38.24 | 66.55 | 67.32 | 72.23 | 67.48 | 66.35 | 53.29 | 24.77 | 27.57 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/11/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALLO (Allogene Therapeutics, Inc.) |
-57.70%
Nov 2020 – Nov 2023 |
-52.46%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALLO (Allogene Therapeutics, Inc.) |
-16.08%
Nov 2018 – Nov 2021 |
-31.13%
Feb 2019 – Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart