+56.8%
ACWI vs AHR
+406.6%
-349.8%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.4% | +1.2% |
| 7D | -0.7% | +5.1% | -5.7% | -1.3% |
| 30D | -2.0% | +12.8% | -14.8% | -3.6% |
| 3M | -2.2% | +13.0% | -15.1% | -3.9% |
| 6M | +1.9% | +18.7% | -16.8% | -0.9% |
| YTD | +12.0% | +27.8% | -15.8% | +7.2% |
| 1Y | +12.5% | +22.9% | -10.4% | +8.5% |
| All | +56.8% | +406.6% | -349.8% | +19.4% |
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