-27.7%
ACHR vs ALHC
-64.2%
+36.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -2.9% | +17.6% | +15.4% |
| 7D | +5.7% | +1.0% | +4.8% | +5.2% |
| 30D | -4.9% | -14.2% | +9.2% | -2.6% |
| 3M | -15.1% | -45.1% | +30.0% | -5.0% |
| 6M | -30.7% | -59.5% | +28.8% | -19.3% |
| YTD | -41.0% | -62.8% | +21.9% | -30.5% |
| 1Y | -50.0% | -55.5% | +5.5% | -44.2% |
| 3Y | -17.0% | +25.7% | -42.7% | -41.5% |
| All | -27.7% | -64.2% | +36.5% | -37.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling