-62.2%
ALHC vs DAR
-41.1%
-21.1%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.9% | -2.7% |
| 7D | +1.0% | -9.9% | +10.9% | +2.8% |
| 30D | -14.2% | -16.4% | +2.2% | -11.5% |
| 3M | -45.1% | -17.1% | -28.1% | -43.5% |
| 6M | -59.5% | -20.5% | -39.1% | -58.2% |
| YTD | -62.8% | +39.4% | -102.3% | -65.6% |
| 1Y | -55.5% | +57.2% | -112.7% | -59.8% |
| 3Y | +25.7% | +13.9% | +11.8% | +18.8% |
| All | -62.2% | -41.1% | -21.1% | -62.4% |
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