+25.7%
ALHC vs RACE
+28.1%
-2.4%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.4% | -2.7% |
| 7D | +1.0% | +5.1% | -4.1% | +0.6% |
| 30D | -14.2% | +7.7% | -21.8% | -14.6% |
| 3M | -45.1% | +2.2% | -47.3% | -45.2% |
| 6M | -59.5% | +23.8% | -83.3% | -60.2% |
| YTD | -62.8% | +13.9% | -76.7% | -63.3% |
| 1Y | -55.5% | +3.8% | -59.3% | -55.9% |
| 3Y | +25.7% | +28.0% | -2.4% | +8.6% |
| All | +25.7% | +28.1% | -2.4% | +8.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling