+11.9%
ACN vs AHR
+26.3%
-14.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.6% | +1.2% | +3.8% |
| 7D | +8.6% | +9.5% | -0.9% | +8.6% |
| 30D | +36.6% | +11.7% | +24.9% | +36.9% |
| 3M | +56.3% | +4.0% | +52.3% | +55.8% |
| 6M | +49.7% | +13.5% | +36.1% | +52.3% |
| YTD | +1.3% | +21.6% | -20.3% | +6.0% |
| 1Y | +11.9% | +25.1% | -13.2% | +19.8% |
| All | +11.9% | +26.3% | -14.4% | +19.8% |
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