-41.6%
ACHR vs ALHC
-30.5%
-11.2%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.2% |
| 7D | +4.9% | -1.0% | +5.8% | +5.1% |
| 30D | +4.3% | -6.3% | +10.6% | +5.4% |
| 3M | +1.7% | -12.3% | +14.1% | +1.6% |
| 6M | -6.9% | -27.0% | +20.1% | -4.4% |
| YTD | -22.5% | -31.8% | +9.4% | -19.1% |
| 1Y | -31.5% | -17.0% | -14.5% | -32.4% |
| 3Y | -14.4% | +159.8% | -174.2% | -48.7% |
| 5Y | -41.6% | -25.1% | -16.5% | -57.7% |
| All | -41.6% | -30.5% | -11.2% | -57.7% |
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