-65.8%
ALHC vs RACE
+65.1%
-130.9%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.3% | -4.8% | -6.4% |
| 7D | -6.2% | +5.7% | -11.9% | -7.6% |
| 30D | -9.7% | +9.3% | -19.0% | -11.9% |
| 3M | -44.7% | +3.8% | -48.6% | -45.4% |
| 6M | -58.7% | +29.8% | -88.5% | -62.0% |
| YTD | -61.7% | +15.6% | -77.3% | -63.7% |
| 1Y | -55.7% | +5.1% | -60.8% | -56.7% |
| 3Y | +25.6% | +30.8% | -5.2% | -1.1% |
| 5Y | -65.8% | +67.4% | -133.2% | -77.3% |
| All | -65.8% | +65.1% | -130.9% | -77.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling