-65.8%
ALHC vs ARWR
-36.3%
-29.5%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.5% | +0.1% |
| 7D | -5.5% | -19.9% | +14.4% | -1.6% |
| 30D | -4.9% | -18.7% | +13.8% | -1.3% |
| 3M | -41.7% | -44.7% | +2.9% | -34.8% |
| 6M | -55.2% | -36.5% | -18.7% | -51.4% |
| YTD | -61.1% | -25.7% | -35.4% | -59.4% |
| 1Y | -53.3% | +18.9% | -72.3% | -56.2% |
| 3Y | +28.2% | +83.1% | -54.9% | -1.0% |
| 5Y | -65.8% | -34.9% | -30.9% | -66.0% |
| All | -65.8% | -36.3% | -29.5% | -66.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling