-31.2%
ALHC vs RACE
+93.6%
-124.8%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.5% |
| 7D | -0.6% | -2.5% | +1.9% | +0.1% |
| 30D | -1.0% | +0.8% | -1.8% | -1.4% |
| 3M | -10.2% | +17.2% | -27.3% | -14.5% |
| 6M | -28.3% | +13.6% | -41.9% | -31.4% |
| YTD | -31.4% | +12.2% | -43.7% | -34.4% |
| 1Y | -16.9% | -16.3% | -0.7% | -13.3% |
| 3Y | +135.5% | +36.4% | +99.0% | +79.2% |
| All | -31.2% | +93.6% | -124.8% | -54.1% |
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 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