+531.8%
ASX vs ALHC
-28.9%
+560.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.3% | +0.2% |
| 7D | -0.7% | -0.6% | -0.1% | -0.7% |
| 30D | +2.0% | -1.0% | +3.0% | +2.0% |
| 3M | -1.3% | -10.2% | +8.8% | -1.3% |
| 6M | +71.4% | -28.3% | +99.7% | +73.0% |
| YTD | +135.3% | -31.4% | +166.8% | +137.7% |
| 1Y | +267.5% | -16.9% | +284.4% | +266.6% |
| 3Y | +388.5% | +135.5% | +253.0% | +326.5% |
| 5Y | +417.1% | -33.6% | +450.7% | +367.4% |
| All | +531.8% | -28.9% | +560.7% | +444.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling