+36.5%
ACGL vs AHR
+394.2%
-357.7%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.7% |
| 7D | +2.2% | -0.2% | +2.4% | +2.2% |
| 30D | +12.3% | +10.2% | +2.1% | +9.8% |
| 3M | +11.8% | +8.3% | +3.5% | +9.7% |
| 6M | +17.5% | +13.0% | +4.4% | +13.9% |
| YTD | +14.3% | +24.6% | -10.4% | +8.3% |
| 1Y | +18.2% | +22.2% | -4.1% | +12.4% |
| All | +36.5% | +394.2% | -357.7% | +11.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling