+901.1%
ATI vs ALHC
-64.2%
+965.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.9% | +7.3% | +4.6% |
| 7D | +6.2% | +1.0% | +5.2% | +6.0% |
| 30D | -7.1% | -14.2% | +7.1% | -6.3% |
| 3M | -21.3% | -45.1% | +23.8% | -18.4% |
| 6M | +6.5% | -59.5% | +66.0% | +12.0% |
| YTD | +53.2% | -62.8% | +116.0% | +61.6% |
| 1Y | +82.7% | -55.5% | +138.2% | +90.0% |
| 3Y | +314.3% | +25.7% | +288.6% | +276.6% |
| All | +901.1% | -64.2% | +965.3% | +939.1% |
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