-4.7%
RMD vs ALHC
-55.2%
+50.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.1% | +0.3% |
| 7D | +1.2% | +3.9% | -2.7% | +1.0% |
| 30D | +2.5% | -3.6% | +6.1% | +2.8% |
| 3M | +11.5% | -49.4% | +61.0% | +15.0% |
| 6M | +14.7% | -59.5% | +74.1% | +19.4% |
| YTD | -1.3% | -63.2% | +61.9% | +0.1% |
| All | -4.7% | -55.2% | +50.4% | -9.1% |
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