-38.2%
ACI vs AHR
+356.1%
-394.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.9% | +4.1% | +3.3% |
| 7D | -3.7% | -2.1% | -1.7% | -3.5% |
| 30D | +0.6% | +1.9% | -1.3% | +0.3% |
| 3M | -20.3% | +15.7% | -36.0% | -21.5% |
| 6M | -24.7% | +2.5% | -27.2% | -24.9% |
| YTD | -27.2% | +15.0% | -42.2% | -28.5% |
| 1Y | -32.7% | +28.1% | -60.8% | -34.8% |
| All | -38.2% | +356.1% | -394.2% | -46.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling