+148.5%
RTX vs ALHC
-65.9%
+214.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.5% | +1.0% | -1.3% |
| 7D | +3.4% | -0.8% | +4.2% | +3.4% |
| 30D | +8.4% | -9.6% | +18.0% | +8.8% |
| 3M | -10.7% | -44.5% | +33.9% | -8.4% |
| 6M | +11.7% | -59.2% | +70.9% | +15.6% |
| YTD | +9.3% | -62.0% | +71.4% | +13.3% |
| 1Y | +13.3% | -54.8% | +68.1% | +16.4% |
| 3Y | +156.1% | +25.0% | +131.1% | +142.6% |
| 5Y | +148.5% | -65.3% | +213.9% | +170.9% |
| All | +148.5% | -65.9% | +214.4% | +170.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling