+12.5%
APH vs ALHC
-53.4%
+65.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.8% |
| 7D | +0.4% | -5.5% | +5.9% | +0.9% |
| 30D | -8.0% | -4.9% | -3.0% | -7.6% |
| 3M | -5.0% | -41.7% | +36.7% | -0.4% |
| 6M | +29.9% | -55.2% | +85.1% | +37.8% |
| YTD | +18.0% | -61.1% | +79.0% | +22.4% |
| All | +12.5% | -53.4% | +65.9% | +9.5% |
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