+344.9%
AHR vs ALHC
+105.8%
+239.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.2% | +1.7% | -1.4% |
| 7D | -4.3% | -4.1% | -0.2% | -4.2% |
| 30D | -3.1% | -5.4% | +2.4% | -2.8% |
| 3M | +15.7% | -32.1% | +47.8% | +17.2% |
| 6M | +4.1% | -28.5% | +32.6% | +4.8% |
| YTD | +15.4% | -34.0% | +49.5% | +16.5% |
| 1Y | +28.0% | -20.9% | +48.9% | +28.8% |
| All | +344.9% | +105.8% | +239.0% | +343.1% |
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