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ALA.TO vs. ^TNX
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ALA.TO and ^TNX is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

ALA.TO vs. ^TNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AltaGas Ltd. (ALA.TO) and Treasury Yield 10 Years (^TNX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

ALA.TO:

1.75

^TNX:

-0.20

Sortino Ratio

ALA.TO:

2.22

^TNX:

0.10

Omega Ratio

ALA.TO:

1.32

^TNX:

1.01

Calmar Ratio

ALA.TO:

3.42

^TNX:

-0.02

Martin Ratio

ALA.TO:

8.03

^TNX:

-0.09

Ulcer Index

ALA.TO:

3.88%

^TNX:

10.69%

Daily Std Dev

ALA.TO:

18.09%

^TNX:

22.21%

Max Drawdown

ALA.TO:

-74.98%

^TNX:

-93.78%

Current Drawdown

ALA.TO:

-6.03%

^TNX:

-44.86%

Returns By Period

In the year-to-date period, ALA.TO achieves a 15.49% return, which is significantly higher than ^TNX's -3.26% return. Over the past 10 years, ALA.TO has underperformed ^TNX with an annualized return of 5.11%, while ^TNX has yielded a comparatively higher 7.27% annualized return.


ALA.TO

YTD

15.49%

1M

-6.03%

6M

13.97%

1Y

31.51%

3Y*

12.32%

5Y*

26.05%

10Y*

5.11%

^TNX

YTD

-3.26%

1M

5.91%

6M

5.89%

1Y

-2.85%

3Y*

17.27%

5Y*

46.84%

10Y*

7.27%

*Annualized

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AltaGas Ltd.

Treasury Yield 10 Years

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

ALA.TO vs. ^TNX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ALA.TO
The Risk-Adjusted Performance Rank of ALA.TO is 9292
Overall Rank
The Sharpe Ratio Rank of ALA.TO is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of ALA.TO is 8888
Sortino Ratio Rank
The Omega Ratio Rank of ALA.TO is 8888
Omega Ratio Rank
The Calmar Ratio Rank of ALA.TO is 9797
Calmar Ratio Rank
The Martin Ratio Rank of ALA.TO is 9292
Martin Ratio Rank

^TNX
The Risk-Adjusted Performance Rank of ^TNX is 2121
Overall Rank
The Sharpe Ratio Rank of ^TNX is 1515
Sharpe Ratio Rank
The Sortino Ratio Rank of ^TNX is 2222
Sortino Ratio Rank
The Omega Ratio Rank of ^TNX is 2121
Omega Ratio Rank
The Calmar Ratio Rank of ^TNX is 2222
Calmar Ratio Rank
The Martin Ratio Rank of ^TNX is 2323
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ALA.TO vs. ^TNX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for AltaGas Ltd. (ALA.TO) and Treasury Yield 10 Years (^TNX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current ALA.TO Sharpe Ratio is 1.75, which is higher than the ^TNX Sharpe Ratio of -0.20. The chart below compares the historical Sharpe Ratios of ALA.TO and ^TNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Drawdowns

ALA.TO vs. ^TNX - Drawdown Comparison

The maximum ALA.TO drawdown since its inception was -74.98%, smaller than the maximum ^TNX drawdown of -93.78%. Use the drawdown chart below to compare losses from any high point for ALA.TO and ^TNX.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

ALA.TO vs. ^TNX - Volatility Comparison

The current volatility for AltaGas Ltd. (ALA.TO) is 5.23%, while Treasury Yield 10 Years (^TNX) has a volatility of 5.86%. This indicates that ALA.TO experiences smaller price fluctuations and is considered to be less risky than ^TNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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