-4.5%
COR vs ALHC
-55.2%
+50.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.0% | +4.6% | +3.7% |
| 7D | +2.3% | +3.9% | -1.5% | +2.3% |
| 30D | +6.8% | -3.6% | +10.4% | +6.9% |
| 3M | +8.1% | -49.4% | +57.5% | +10.7% |
| 6M | +33.0% | -59.5% | +92.5% | +34.8% |
| YTD | +3.0% | -63.2% | +66.2% | +4.8% |
| All | -4.5% | -55.2% | +50.7% | -6.6% |
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