-56.1%
ALHC vs CASY
+32.9%
-89.0%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.6% | -2.1% |
| 7D | +0.3% | +3.6% | -3.3% | -0.7% |
| 30D | -10.6% | +9.1% | -19.6% | -13.0% |
| 3M | -45.3% | -16.5% | -28.8% | -43.4% |
| 6M | -59.7% | -19.7% | -40.0% | -58.4% |
| YTD | -62.7% | +29.3% | -92.0% | -68.0% |
| 1Y | -56.1% | +33.1% | -89.2% | -63.0% |
| All | -56.1% | +32.9% | -89.0% | -63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 1y: compounded portfolio wealth divided by compounded CASY 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…
1y analysis · Full analysis span regression · 6 months rolling