-7.7%
ONON vs ALHC
-66.2%
+58.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.9% | +3.6% | +2.0% |
| 7D | -10.0% | +0.3% | -10.3% | -10.1% |
| 30D | -5.3% | -10.6% | +5.3% | -3.7% |
| 3M | +6.5% | -45.3% | +51.8% | +17.0% |
| 6M | -5.0% | -59.7% | +54.7% | +8.2% |
| YTD | -27.6% | -62.7% | +35.1% | -17.2% |
| 1Y | -20.7% | -56.1% | +35.4% | -12.5% |
| 3Y | +26.6% | +21.3% | +5.4% | -3.6% |
| All | -7.7% | -66.2% | +58.6% | +5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling