+352.5%
AAOI vs AHR
+33.1%
+319.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.9% | +7.0% | +4.3% |
| 7D | -0.7% | -1.5% | +0.8% | -1.2% |
| 30D | -17.9% | -1.4% | -16.5% | -18.5% |
| 3M | -48.0% | +18.6% | -66.6% | -44.4% |
| 6M | +5.8% | +6.6% | -0.7% | +14.5% |
| YTD | +202.7% | +17.5% | +185.3% | +210.4% |
| 1Y | +352.5% | +30.9% | +321.7% | +304.8% |
| All | +352.5% | +33.1% | +319.5% | +304.8% |
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