-13.8%
AAL vs AHR
+360.2%
-374.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.9% |
| 7D | -0.9% | -3.0% | +2.1% | 0.0% |
| 30D | -16.0% | +2.6% | -18.6% | -16.7% |
| 3M | -4.2% | +16.0% | -20.3% | -9.2% |
| 6M | +15.7% | +3.1% | +12.6% | +13.7% |
| YTD | -16.2% | +16.0% | -32.2% | -20.5% |
| 1Y | +0.2% | +28.0% | -27.7% | -7.9% |
| All | -13.8% | +360.2% | -374.0% | -43.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling