-31.2%
ALHC vs ARWR
+28.5%
-59.7%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.1% | 0.0% |
| 7D | -0.6% | +1.7% | -2.3% | -0.9% |
| 30D | -1.0% | -0.7% | -0.4% | -1.0% |
| 3M | -10.2% | +14.9% | -25.0% | -12.9% |
| 6M | -28.3% | +32.6% | -60.9% | -32.8% |
| YTD | -31.4% | +30.0% | -61.5% | -35.7% |
| 1Y | -16.9% | +208.4% | -225.3% | -35.2% |
| 3Y | +135.5% | +208.8% | -73.3% | +66.6% |
| All | -31.2% | +28.5% | -59.7% | -43.4% |
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