+325.3%
ASX vs ALHC
+21.9%
+303.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.9% | +9.3% | +6.4% |
| 7D | -19.9% | +1.0% | -20.9% | -19.8% |
| 30D | -30.9% | -14.2% | -16.7% | -31.0% |
| 3M | -15.1% | -45.1% | +30.1% | -16.0% |
| 6M | -6.5% | -59.5% | +53.1% | -7.5% |
| YTD | +98.4% | -62.8% | +161.3% | +95.9% |
| 1Y | +107.9% | -55.5% | +163.3% | +106.0% |
| 3Y | +325.3% | +25.7% | +299.6% | +310.0% |
| All | +325.3% | +21.9% | +303.4% | +310.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling