-27.7%
AVTR vs ALHC
+140.1%
-167.8%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +2.7% | -0.6% | +3.3% | +2.7% |
| 30D | +12.1% | -1.0% | +13.1% | +12.1% |
| 3M | +57.2% | -10.2% | +67.4% | +57.9% |
| 6M | +73.1% | -28.3% | +101.3% | +75.2% |
| YTD | +30.6% | -31.4% | +62.1% | +32.3% |
| 1Y | +13.5% | -16.9% | +30.4% | +14.1% |
| All | -27.7% | +140.1% | -167.8% | -33.4% |
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 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