-5.1%
AVAV vs ALHC
+21.9%
-27.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -2.9% | +13.4% | +10.5% |
| 7D | -10.6% | +1.0% | -11.5% | -10.6% |
| 30D | -18.8% | -14.2% | -4.6% | -18.4% |
| 3M | -34.1% | -45.1% | +11.0% | -32.9% |
| 6M | -35.3% | -59.5% | +24.2% | -33.6% |
| YTD | -53.4% | -62.8% | +9.5% | -51.9% |
| 1Y | -65.6% | -55.5% | -10.2% | -64.8% |
| 3Y | -5.1% | +25.7% | -30.8% | -17.2% |
| All | -5.1% | +21.9% | -27.0% | -17.2% |
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 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