-58.0%
ALHC vs RACE
+115.6%
-173.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.6% | -1.2% |
| 7D | +3.9% | +3.9% | -0.1% | +2.9% |
| 30D | -3.6% | +7.4% | -11.1% | -5.5% |
| 3M | -49.4% | +1.6% | -51.0% | -49.7% |
| 6M | -59.5% | +23.3% | -82.8% | -62.0% |
| YTD | -63.2% | +14.7% | -77.8% | -65.0% |
| 1Y | -55.5% | +2.5% | -58.0% | -56.2% |
| 3Y | +23.0% | +28.0% | -5.0% | -0.3% |
| 5Y | -65.7% | +69.8% | -135.5% | -77.5% |
| All | -58.0% | +115.6% | -173.6% | -75.1% |
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