-67.3%
ALHC vs SOXQ
+176.1%
-243.3%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.5% | +1.6% | -1.1% |
| 7D | +0.3% | +8.2% | -7.9% | -1.6% |
| 30D | -10.6% | -13.2% | +2.6% | -7.9% |
| 3M | -45.3% | -18.5% | -26.8% | -43.1% |
| 6M | -59.7% | -15.4% | -44.3% | -59.3% |
| YTD | -62.7% | +43.6% | -106.3% | -68.1% |
| 1Y | -56.1% | +49.2% | -105.4% | -62.9% |
| 3Y | +21.3% | +190.2% | -168.9% | -27.9% |
| All | -67.3% | +176.1% | -243.3% | -79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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