+30.8%
RCL vs ALHC
-52.7%
+83.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.5% | -4.7% | +0.5% |
| 7D | +8.5% | +3.8% | +4.7% | +8.3% |
| 30D | +20.4% | +1.7% | +18.7% | +20.3% |
| 3M | +11.0% | -44.3% | +55.3% | +14.4% |
| 6M | +24.9% | -57.2% | +82.1% | +29.0% |
| YTD | +23.9% | -61.2% | +85.0% | +26.6% |
| 1Y | +30.8% | -53.2% | +84.0% | +23.6% |
| All | +30.8% | -52.7% | +83.5% | +23.6% |
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