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ALSMY vs. ^GSPC
Performance
Return for Risk
Drawdowns
Volatility

Performance

ALSMY vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alstom PK (ALSMY) and S&P 500 Index (^GSPC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ALSMY achieves a -40.21% return, which is significantly lower than ^GSPC's 10.62% return. Over the past 10 years, ALSMY has underperformed ^GSPC with an annualized return of 0.06%, while ^GSPC has yielded a comparatively higher 13.36% annualized return.


ALSMY

1D
3.57%
1M
-4.40%
6M
-41.41%
YTD
-40.21%
1Y
-23.01%
3Y*
-14.47%
5Y*
-14.54%
10Y*
0.06%

^GSPC

1D
0.38%
1M
0.24%
6M
9.32%
YTD
10.62%
1Y
21.28%
3Y*
18.90%
5Y*
11.84%
10Y*
13.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ALSMY vs. ^GSPC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ALSMY
Alstom PK
-40.21%34.10%77.98%-45.29%-31.06%-38.24%32.55%34.38%-0.45%53.65%
^GSPC
S&P 500 Index
10.62%16.39%23.31%24.23%-19.44%26.89%16.26%28.88%-6.24%19.42%

Correlation

The correlation between ALSMY and ^GSPC is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.39

Correlation (3Y)
Calculated over the trailing 3-year period

0.32

Correlation (5Y)
Calculated over the trailing 5-year period

0.38

Correlation (10Y)
Calculated over the trailing 10-year period

0.33

Correlation (All Time)
Calculated using the full available price history since Sep 9, 2009

0.36

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Return for Risk

ALSMY vs. ^GSPC — Risk / Return Rank

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

ALSMY
ALSMY Risk / Return Rank: 2323
Overall Rank
ALSMY Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
ALSMY Sortino Ratio Rank: 2121
Sortino Ratio Rank
ALSMY Omega Ratio Rank: 2020
Omega Ratio Rank
ALSMY Calmar Ratio Rank: 3030
Calmar Ratio Rank
ALSMY Martin Ratio Rank: 2525
Martin Ratio Rank

^GSPC
^GSPC Risk / Return Rank: 8181
Overall Rank
^GSPC Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
^GSPC Sortino Ratio Rank: 8181
Sortino Ratio Rank
^GSPC Omega Ratio Rank: 8484
Omega Ratio Rank
^GSPC Calmar Ratio Rank: 7474
Calmar Ratio Rank
^GSPC Martin Ratio Rank: 8686
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ALSMY vs. ^GSPC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alstom PK (ALSMY) and S&P 500 Index (^GSPC). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ALSMY^GSPCDifference
Sharpe ratioReturn per unit of total volatility

-2.27

Sortino ratioReturn per unit of downside risk

-2.90

Omega ratioGain probability vs. loss probability

0.92

1.31

-0.39

Calmar ratioReturn relative to maximum drawdown

-0.44

2.35

-2.79

Martin ratioReturn relative to average drawdown

-0.93

10.19

-11.12

ALSMY vs. ^GSPC - Sharpe Ratio Comparison

The current ALSMY Sharpe Ratio is -0.56, which is lower than the ^GSPC Sharpe Ratio of 1.70. The chart below compares the historical Sharpe Ratios of ALSMY and ^GSPC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ALSMY vs. ^GSPC - Drawdown Comparison

The maximum ALSMY drawdown since its inception was -80.51%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for ALSMY and ^GSPC.


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Drawdown Indicators


ALSMY^GSPCDifference

Max Drawdown

Largest peak-to-trough decline

-80.51%

-56.78%

-23.73%

Max Drawdown (1Y)

Largest decline over 1 year

-52.33%

-9.10%

-43.23%

Max Drawdown (3Y)

Largest decline over 3 years

-62.55%

-18.90%

-43.65%

Max Drawdown (5Y)

Largest decline over 5 years

-73.31%

-25.43%

-47.88%

Max Drawdown (10Y)

Largest decline over 10 years

-80.51%

-33.92%

-46.59%

Current Drawdown

Current decline from peak

-68.25%

-0.49%

-67.76%

Average Drawdown

Average peak-to-trough decline

-47.31%

-10.70%

-36.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

24.79%

2.09%

+22.70%

Volatility

ALSMY vs. ^GSPC - Volatility Comparison

Alstom PK (ALSMY) has a higher volatility of 8.50% compared to S&P 500 Index (^GSPC) at 3.60%. This indicates that ALSMY's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ALSMY^GSPCDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.50%

3.60%

+4.90%

Volatility (6M)

Calculated over the trailing 6-month period

34.75%

9.99%

+24.76%

Volatility (1Y)

Calculated over the trailing 1-year period

41.02%

12.55%

+28.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

47.65%

17.01%

+30.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.87%

18.05%

+21.82%

Frequently Asked Questions


ALSMY and ^GSPC have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ALSMY has higher volatility (8.50%) compared to ^GSPC (3.60%). In terms of maximum drawdown, ALSMY dropped -80.51% vs ^GSPC's -56.78%.

^GSPC currently has the higher Sharpe Ratio (1.70 vs -0.56), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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