+16.0%
AA vs AHR
+26.3%
-10.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.6% | +0.1% | +2.9% |
| 7D | +0.9% | +9.5% | -8.5% | +1.6% |
| 30D | -6.4% | +11.7% | -18.1% | -5.8% |
| 3M | -13.0% | +4.0% | -16.9% | -12.6% |
| 6M | -34.6% | +13.5% | -48.2% | -34.0% |
| YTD | -23.0% | +21.6% | -44.6% | -22.3% |
| 1Y | +16.0% | +25.1% | -9.1% | +15.3% |
| All | +16.0% | +26.3% | -10.3% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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