-57.6%
ALHC vs ARWR
-11.2%
-46.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.2% | -4.1% | -3.1% |
| 7D | +1.0% | -2.9% | +3.9% | +1.6% |
| 30D | -14.2% | -5.4% | -8.8% | -13.4% |
| 3M | -45.1% | -32.2% | -12.9% | -40.9% |
| 6M | -59.5% | -26.5% | -33.0% | -57.4% |
| YTD | -62.8% | -12.4% | -50.4% | -62.4% |
| 1Y | -55.5% | +46.9% | -102.4% | -59.6% |
| 3Y | +25.7% | +116.0% | -90.3% | -3.8% |
| 5Y | -66.8% | -28.0% | -38.8% | -69.6% |
| All | -57.6% | -11.2% | -46.4% | -66.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling