+35.1%
AAPL vs ALHC
-19.3%
+54.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +2.9% | -0.3% |
| 7D | -3.0% | -4.1% | +1.2% | -2.9% |
| 30D | +2.3% | -5.4% | +7.7% | +2.3% |
| 3M | +8.6% | -32.1% | +40.8% | +8.8% |
| 6M | +21.6% | -28.5% | +50.0% | +21.5% |
| YTD | +16.3% | -34.0% | +50.3% | +15.1% |
| 1Y | +35.1% | -20.9% | +56.0% | +29.1% |
| All | +35.1% | -19.3% | +54.4% | +29.1% |
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