+20.7%
XLK vs ALHC
-51.4%
+72.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +10.1% | -10.2% | 0.0% |
| 7D | -7.6% | -0.5% | -7.1% | -7.6% |
| 30D | -12.2% | -4.2% | -7.9% | -12.2% |
| 3M | -5.5% | -39.8% | +34.3% | -6.2% |
| 6M | +9.2% | -57.7% | +66.9% | +9.9% |
| YTD | +23.0% | -58.8% | +81.8% | +21.6% |
| 1Y | +20.7% | -52.4% | +73.1% | +15.3% |
| All | +20.7% | -51.4% | +72.1% | +15.3% |
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