+65.4%
AMZN vs ALHC
-31.6%
+97.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.4% | -1.5% |
| 7D | -1.0% | -4.1% | +3.1% | -0.7% |
| 30D | -9.2% | -5.4% | -3.8% | -8.9% |
| 3M | +3.4% | -32.1% | +35.5% | +5.8% |
| 6M | +18.2% | -28.5% | +46.7% | +19.4% |
| YTD | +9.3% | -34.0% | +43.4% | +11.0% |
| 1Y | +5.9% | -20.9% | +26.9% | +5.4% |
| 3Y | +82.6% | +151.5% | -69.0% | +47.0% |
| 5Y | +44.9% | -28.8% | +73.7% | +31.1% |
| All | +65.4% | -31.6% | +97.0% | +48.1% |
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