+97.3%
BRKR vs ALHC
-16.6%
+114.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | +2.5% | -0.6% | +3.1% | +2.6% |
| 30D | +11.5% | -1.0% | +12.5% | +11.4% |
| 3M | -2.4% | -10.2% | +7.8% | -1.5% |
| 6M | +52.3% | -28.3% | +80.6% | +57.4% |
| YTD | +24.5% | -31.4% | +55.9% | +29.1% |
| 1Y | +97.3% | -16.9% | +114.3% | +102.9% |
| All | +97.3% | -16.6% | +114.0% | +102.9% |
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