+27.8%
ALHC vs COO
-22.2%
+50.0%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.1% | +5.6% |
| 7D | +3.8% | +4.5% | -0.7% | +3.1% |
| 30D | +1.7% | +16.9% | -15.3% | -0.8% |
| 3M | -44.3% | -16.7% | -27.6% | -42.6% |
| 6M | -57.2% | +5.9% | -63.2% | -57.6% |
| YTD | -61.2% | -22.4% | -38.7% | -60.1% |
| 1Y | -53.2% | -10.1% | -43.1% | -52.5% |
| 3Y | +27.8% | -22.8% | +50.6% | +27.7% |
| All | +27.8% | -22.2% | +50.0% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 3y: compounded portfolio wealth divided by compounded COO 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…
3y analysis · Full analysis span regression · 6 months rolling