+74.9%
AMZN vs ALHC
-61.8%
+136.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.0% | +3.9% | +3.0% |
| 7D | +8.7% | +3.9% | +4.8% | +8.4% |
| 30D | +1.7% | -3.6% | +5.4% | +1.9% |
| 3M | -2.8% | -49.4% | +46.7% | +1.9% |
| 6M | -2.1% | -59.5% | +57.3% | +3.1% |
| YTD | +15.6% | -63.2% | +78.8% | +22.2% |
| 1Y | +9.2% | -55.5% | +64.7% | +13.0% |
| 3Y | +89.9% | +23.0% | +66.8% | +64.5% |
| 5Y | +49.3% | -65.7% | +115.0% | +42.8% |
| All | +74.9% | -61.8% | +136.8% | +63.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling