-79.7%
AMIX vs ALHC
-16.6%
-63.0%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -2.0% |
| 7D | -13.7% | -0.6% | -13.1% | -14.3% |
| 30D | -62.1% | -1.0% | -61.0% | -62.1% |
| 3M | -46.2% | -10.2% | -36.0% | -45.0% |
| 6M | -46.4% | -28.3% | -18.1% | -47.1% |
| YTD | -60.3% | -31.4% | -28.8% | -59.3% |
| 1Y | -79.7% | -16.9% | -62.7% | -76.6% |
| All | -79.7% | -16.6% | -63.0% | -76.6% |
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