+92.4%
ROIV vs ALHC
-51.4%
+143.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +10.1% | -4.1% | +5.1% |
| 7D | +3.0% | -0.5% | +3.5% | +2.9% |
| 30D | +6.8% | -4.2% | +11.1% | +6.9% |
| 3M | +10.5% | -39.8% | +50.3% | +15.5% |
| 6M | +34.8% | -57.7% | +92.5% | +44.5% |
| YTD | +76.2% | -58.8% | +135.0% | +87.9% |
| 1Y | +92.4% | -52.4% | +144.8% | +101.7% |
| All | +92.4% | -51.4% | +143.8% | +101.7% |
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