+34.5%
AVAV vs ALHC
-63.9%
+98.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +5.5% | -8.2% | -3.3% |
| 7D | 0.0% | +3.8% | -3.8% | -0.5% |
| 30D | -9.9% | +1.7% | -11.6% | -10.3% |
| 3M | -34.7% | -44.3% | +9.6% | -31.2% |
| 6M | -26.6% | -57.2% | +30.6% | -21.6% |
| YTD | -48.9% | -61.2% | +12.2% | -45.0% |
| 1Y | -63.0% | -53.2% | -9.8% | -61.1% |
| 3Y | +1.6% | +27.8% | -26.3% | -14.5% |
| 5Y | +34.5% | -65.4% | +99.9% | -2.4% |
| All | +34.5% | -63.9% | +98.4% | -2.4% |
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 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