-57.5%
ALHC vs RACE
+111.6%
-169.1%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.4% | -3.3% | -2.3% |
| 7D | +0.3% | -1.2% | +1.5% | +0.6% |
| 30D | -10.6% | +6.1% | -16.7% | -12.0% |
| 3M | -45.3% | -0.3% | -45.0% | -45.3% |
| 6M | -59.7% | +23.4% | -83.1% | -62.3% |
| YTD | -62.7% | +12.5% | -75.3% | -64.4% |
| 1Y | -56.1% | -0.5% | -55.6% | -56.4% |
| 3Y | +21.3% | +23.6% | -2.4% | -0.2% |
| 5Y | -66.0% | +65.4% | -131.4% | -77.5% |
| All | -57.5% | +111.6% | -169.1% | -74.6% |
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