+45.8%
AMZN vs ALHC
-30.5%
+76.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.6% |
| 7D | +0.8% | -1.0% | +1.8% | +0.9% |
| 30D | -6.4% | -6.3% | 0.0% | -5.9% |
| 3M | +4.8% | -12.3% | +17.1% | +4.4% |
| 6M | +20.5% | -27.0% | +47.5% | +21.5% |
| YTD | +11.3% | -31.8% | +43.2% | +12.7% |
| 1Y | +9.0% | -17.0% | +26.0% | +7.9% |
| 3Y | +85.9% | +159.8% | -73.9% | +47.9% |
| 5Y | +45.8% | -25.1% | +70.9% | +29.6% |
| All | +45.8% | -30.5% | +76.3% | +29.6% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling