-71.4%
OPEN vs ALHC
-51.4%
-20.0%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +10.1% | +3.6% | +12.3% |
| 7D | +3.7% | -0.5% | +4.2% | +3.6% |
| 30D | -14.3% | -4.2% | -10.1% | -14.0% |
| 3M | -51.9% | -39.8% | -12.1% | -49.0% |
| 6M | -61.4% | -57.7% | -3.7% | -55.9% |
| YTD | -66.0% | -58.8% | -7.3% | -64.5% |
| 1Y | -71.4% | -52.4% | -19.0% | -75.2% |
| All | -71.4% | -51.4% | -20.0% | -75.2% |
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