+58.6%
BRKR vs ALHC
-51.4%
+110.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.9% | +10.1% | +2.8% | +11.8% |
| 7D | +2.9% | -0.5% | +3.4% | +2.7% |
| 30D | -0.1% | -4.2% | +4.1% | -0.1% |
| 3M | +26.9% | -39.8% | +66.7% | +32.1% |
| 6M | +75.6% | -57.7% | +133.3% | +92.0% |
| YTD | +35.8% | -58.8% | +94.6% | +44.7% |
| 1Y | +58.6% | -52.4% | +111.0% | +57.9% |
| All | +58.6% | -51.4% | +110.1% | +57.9% |
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