-68.8%
AAOX vs AHR
+16.0%
-84.8%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -1.9% | +12.4% | +6.2% |
| 7D | -2.5% | -1.5% | -1.1% | -5.1% |
| 30D | -41.1% | -1.4% | -39.7% | -44.9% |
| 3M | -84.7% | +18.6% | -103.3% | -72.2% |
| All | -68.8% | +16.0% | -84.8% | -49.0% |
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 · Available span rolling