+80.7%
AA vs AHR
+360.2%
-279.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.5% | -5.3% | -4.9% |
| 7D | -5.4% | -3.0% | -2.3% | -4.8% |
| 30D | -10.7% | +2.6% | -13.3% | -11.1% |
| 3M | -26.2% | +16.0% | -42.2% | -29.1% |
| 6M | -20.9% | +3.1% | -24.0% | -21.6% |
| YTD | -8.6% | +16.0% | -24.7% | -12.5% |
| 1Y | +57.4% | +28.0% | +29.4% | +45.7% |
| All | +80.7% | +360.2% | -279.5% | +9.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling