+16.4%
APH vs ALHC
-51.4%
+67.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +10.1% | -16.3% | -6.9% |
| 7D | -2.4% | -0.5% | -1.9% | -2.4% |
| 30D | -9.5% | -4.2% | -5.2% | -9.3% |
| 3M | -7.6% | -39.8% | +32.2% | -3.4% |
| 6M | +12.4% | -57.7% | +70.1% | +20.4% |
| YTD | +17.5% | -58.8% | +76.3% | +21.8% |
| 1Y | +16.4% | -52.4% | +68.8% | +15.0% |
| All | +16.4% | -51.4% | +67.8% | +15.0% |
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 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