+68.3%
AU vs ALHC
-22.7%
+90.9%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.1% | -2.2% | -4.1% |
| 7D | -7.0% | -5.8% | -1.2% | -6.4% |
| 30D | +7.3% | -3.3% | +10.6% | +7.5% |
| 3M | +33.2% | -37.9% | +71.2% | +39.4% |
| 6M | -0.6% | -29.5% | +28.9% | +1.7% |
| YTD | +26.2% | -35.4% | +61.5% | +29.0% |
| 1Y | +68.3% | -22.4% | +90.7% | +67.2% |
| All | +68.3% | -22.7% | +90.9% | +67.2% |
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