-94.7%
OPEN vs ALHC
-66.2%
-28.5%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.9% | -1.8% | -3.0% |
| 7D | -15.0% | +0.3% | -15.3% | -15.2% |
| 30D | -40.2% | -10.6% | -29.6% | -37.8% |
| 3M | -67.4% | -45.3% | -22.1% | -60.9% |
| 6M | -74.0% | -59.7% | -14.3% | -66.8% |
| YTD | -79.6% | -62.7% | -16.9% | -73.8% |
| 1Y | -86.1% | -56.1% | -30.0% | -83.3% |
| 3Y | -41.4% | +21.3% | -62.6% | -63.5% |
| All | -94.7% | -66.2% | -28.5% | -93.5% |
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