+30.2%
AAPL vs ALHC
-54.5%
+84.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.3% | -0.1% |
| 7D | +3.2% | -0.8% | +4.0% | +3.2% |
| 30D | +4.1% | -9.6% | +13.7% | +4.2% |
| 3M | +17.5% | -44.5% | +62.0% | +17.4% |
| 6M | +20.6% | -59.2% | +79.8% | +21.2% |
| YTD | +31.0% | -62.0% | +93.0% | +28.8% |
| 1Y | +30.2% | -54.8% | +85.0% | +24.5% |
| All | +30.2% | -54.5% | +84.7% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ALHC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling