+87.0%
AA vs AHR
+365.8%
-278.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.3% | -1.8% |
| 7D | -0.7% | -1.5% | +0.8% | -0.4% |
| 30D | +5.0% | -1.4% | +6.4% | +5.2% |
| 3M | -35.8% | +18.6% | -54.4% | -38.8% |
| 6M | -18.4% | +6.6% | -25.0% | -19.7% |
| YTD | -5.5% | +17.5% | -22.9% | -9.7% |
| 1Y | +61.0% | +30.9% | +30.1% | +48.2% |
| All | +87.0% | +365.8% | -278.8% | +12.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling