+77.6%
AAPL vs AHR
+356.1%
-278.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +1.9% |
| 7D | +3.8% | -2.1% | +5.9% | +4.2% |
| 30D | +9.9% | +1.9% | +8.0% | +9.6% |
| 3M | +12.5% | +15.7% | -3.2% | +9.7% |
| 6M | +27.6% | +2.5% | +25.1% | +27.1% |
| YTD | +22.6% | +15.0% | +7.5% | +19.2% |
| 1Y | +45.0% | +28.1% | +16.9% | +37.4% |
| All | +77.6% | +356.1% | -278.5% | +34.8% |
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 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