+32.0%
RCL vs ALHC
-51.4%
+83.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +10.1% | -3.8% | +5.7% |
| 7D | +11.7% | -0.5% | +12.2% | +11.6% |
| 30D | +21.1% | -4.2% | +25.4% | +21.2% |
| 3M | +2.9% | -39.8% | +42.7% | +5.6% |
| 6M | +29.8% | -57.7% | +87.6% | +35.2% |
| YTD | +21.4% | -58.8% | +80.2% | +24.0% |
| 1Y | +32.0% | -52.4% | +84.4% | +27.8% |
| All | +32.0% | -51.4% | +83.5% | +27.8% |
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