-20.1%
RMD vs ALHC
-14.5%
-5.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -3.2% |
| 7D | -4.5% | -1.0% | -3.5% | -4.4% |
| 30D | +4.6% | -6.3% | +10.9% | +5.0% |
| 3M | +14.8% | -12.3% | +27.1% | +14.7% |
| 6M | -12.1% | -27.0% | +14.9% | -10.8% |
| YTD | -7.5% | -31.8% | +24.4% | -7.4% |
| 1Y | -20.1% | -17.0% | -3.0% | -21.8% |
| All | -20.1% | -14.5% | -5.6% | -21.8% |
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