+60.5%
ACWI vs AHR
+364.8%
-304.2%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +1.1% | -3.4% | +4.5% | +1.6% |
| 30D | -0.2% | -3.8% | +3.6% | +0.3% |
| 3M | +4.7% | +20.1% | -15.4% | +1.4% |
| 6M | +14.5% | +7.1% | +7.4% | +12.9% |
| YTD | +14.6% | +17.2% | -2.6% | +11.1% |
| 1Y | +21.4% | +30.4% | -9.0% | +14.8% |
| All | +60.5% | +364.8% | -304.2% | +23.7% |
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