+282.2%
APH vs ALHC
-64.2%
+346.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.9% | +7.0% | +4.3% |
| 7D | -5.9% | +1.0% | -6.9% | -6.0% |
| 30D | -14.8% | -14.2% | -0.7% | -14.0% |
| 3M | -12.4% | -45.1% | +32.7% | -8.9% |
| 6M | +8.1% | -59.5% | +67.6% | +14.3% |
| YTD | +10.9% | -62.8% | +73.8% | +17.6% |
| 1Y | +8.8% | -55.5% | +64.3% | +13.7% |
| 3Y | +262.1% | +25.7% | +236.4% | +231.9% |
| All | +282.2% | -64.2% | +346.3% | +276.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling