-65.3%
ALHC vs TAP
-1.4%
-63.9%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.1% | -2.4% |
| 7D | -0.8% | -6.3% | +5.5% | +0.6% |
| 30D | -9.6% | +2.7% | -12.3% | -10.3% |
| 3M | -44.5% | -3.7% | -40.8% | -44.2% |
| 6M | -59.2% | -2.0% | -57.2% | -59.2% |
| YTD | -62.0% | -12.3% | -49.7% | -61.3% |
| 1Y | -54.8% | -10.1% | -44.8% | -54.3% |
| 3Y | +25.0% | -25.3% | +50.3% | +29.0% |
| 5Y | -65.3% | -1.9% | -63.4% | -68.7% |
| All | -65.3% | -1.4% | -63.9% | -68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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