+6.6%
AR vs ALHC
-54.7%
+61.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.9% | +2.1% | -0.9% |
| 7D | -14.3% | +1.0% | -15.2% | -14.2% |
| 30D | +1.4% | -14.2% | +15.6% | +1.3% |
| 3M | +3.4% | -45.1% | +48.5% | +2.2% |
| 6M | -2.1% | -59.5% | +57.5% | -2.7% |
| YTD | +4.7% | -62.8% | +67.5% | +5.8% |
| All | +6.6% | -54.7% | +61.3% | +5.4% |
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