+6.9%
RRX vs ALHC
+141.7%
-134.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | +4.3% | -1.0% | +5.2% | +4.3% |
| 30D | -8.0% | -6.3% | -1.7% | -7.7% |
| 3M | -22.0% | -12.3% | -9.7% | -22.0% |
| 6M | -11.9% | -27.0% | +15.1% | -11.1% |
| YTD | +17.1% | -31.8% | +48.9% | +18.4% |
| 1Y | +14.9% | -17.0% | +31.9% | +14.7% |
| 3Y | +6.9% | +159.8% | -153.0% | -14.1% |
| All | +6.9% | +141.7% | -134.8% | -14.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling