+14.0%
RTX vs ALHC
-53.4%
+67.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.5% |
| 7D | +1.4% | -5.5% | +7.0% | +1.7% |
| 30D | +7.8% | -4.9% | +12.8% | +8.1% |
| 3M | -9.8% | -41.7% | +32.0% | -7.4% |
| 6M | +13.5% | -55.2% | +68.7% | +17.1% |
| YTD | +10.9% | -61.1% | +72.0% | +13.8% |
| 1Y | +14.0% | -53.3% | +67.3% | +16.5% |
| All | +14.0% | -53.4% | +67.3% | +16.5% |
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