-6.7%
AXP vs ALHC
-51.4%
+44.7%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +10.1% | -8.0% | +1.2% |
| 7D | +4.6% | -0.5% | +5.1% | +4.6% |
| 30D | +9.7% | -4.2% | +14.0% | +9.9% |
| 3M | -3.8% | -39.8% | +36.0% | +0.2% |
| 6M | +4.8% | -57.7% | +62.5% | +12.8% |
| YTD | -9.1% | -58.8% | +49.7% | -3.2% |
| 1Y | -6.7% | -52.4% | +45.7% | -5.4% |
| All | -6.7% | -51.4% | +44.7% | -5.4% |
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 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