-65.3%
ALHC vs DAR
-29.6%
-35.7%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.2% | -4.6% | -2.8% |
| 7D | -0.8% | +9.2% | -10.0% | -2.3% |
| 30D | -9.6% | -12.3% | +2.6% | -7.7% |
| 3M | -44.5% | -12.7% | -31.8% | -43.4% |
| 6M | -59.2% | -12.8% | -46.4% | -58.5% |
| YTD | -62.0% | +53.8% | -115.8% | -65.6% |
| 1Y | -54.8% | +60.3% | -115.1% | -59.4% |
| 3Y | +25.0% | +31.7% | -6.7% | +14.3% |
| 5Y | -65.3% | -27.7% | -37.6% | -65.6% |
| All | -65.3% | -29.6% | -35.7% | -65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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