+11.9%
APH vs ALHC
-52.7%
+64.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.5% | -6.4% | -1.4% |
| 7D | -5.0% | +3.8% | -8.8% | -5.3% |
| 30D | -8.4% | +1.7% | -10.0% | -8.5% |
| 3M | -4.5% | -44.3% | +39.8% | +0.6% |
| 6M | +25.3% | -57.2% | +82.5% | +33.7% |
| YTD | +18.9% | -61.2% | +80.1% | +23.3% |
| 1Y | +11.9% | -53.2% | +65.1% | +8.0% |
| All | +11.9% | -52.7% | +64.6% | +8.0% |
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