-55.7%
ALHC vs RACE
+114.0%
-169.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.8% | +6.3% | +5.7% |
| 7D | +3.8% | +0.2% | +3.6% | +3.9% |
| 30D | +1.7% | +6.6% | -5.0% | -0.1% |
| 3M | -44.3% | +2.2% | -46.5% | -44.8% |
| 6M | -57.2% | +22.4% | -79.6% | -59.9% |
| YTD | -61.2% | +13.8% | -75.0% | -63.0% |
| 1Y | -53.2% | +2.2% | -55.4% | -53.9% |
| 3Y | +27.8% | +25.6% | +2.2% | +4.5% |
| 5Y | -65.4% | +71.0% | -136.4% | -77.3% |
| All | -55.7% | +114.0% | -169.7% | -73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling