-1.0%
ALK vs ALHC
-51.4%
+50.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +10.1% | -1.4% | +7.6% |
| 7D | +12.4% | -0.5% | +12.9% | +12.4% |
| 30D | +2.1% | -4.2% | +6.3% | +2.3% |
| 3M | -23.9% | -39.8% | +15.9% | -19.6% |
| 6M | +8.2% | -57.7% | +66.0% | +17.7% |
| YTD | -20.5% | -58.8% | +38.3% | -17.4% |
| 1Y | -1.0% | -52.4% | +51.3% | -3.8% |
| All | -1.0% | -51.4% | +50.4% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 1y: compounded portfolio wealth divided by compounded ALHC 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…
1y analysis · Full analysis span regression · 6 months rolling