+25.4%
RVMD vs ALHC
-56.6%
+81.9%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.3% | -6.7% | -6.4% |
| 7D | -9.5% | -5.5% | -4.0% | -9.1% |
| 30D | -6.8% | -4.9% | -1.9% | -6.6% |
| 3M | -12.1% | -41.7% | +29.7% | -10.9% |
| 6M | +25.4% | -55.2% | +80.5% | +29.7% |
| All | +25.4% | -56.6% | +81.9% | +29.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling