+75.3%
AMZN vs ALHC
-60.6%
+135.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +2.9% | +0.7% |
| 7D | +2.8% | -0.8% | +3.6% | +2.8% |
| 30D | +3.4% | -9.6% | +13.1% | +4.2% |
| 3M | +0.1% | -44.5% | +44.6% | +4.1% |
| 6M | +0.6% | -59.2% | +59.8% | +6.0% |
| YTD | +15.9% | -62.0% | +77.9% | +22.1% |
| 1Y | +9.5% | -54.8% | +64.3% | +13.2% |
| 3Y | +86.3% | +25.0% | +61.3% | +61.4% |
| 5Y | +51.7% | -65.3% | +117.1% | +45.1% |
| All | +75.3% | -60.6% | +135.9% | +62.9% |
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