+98.3%
ADI vs AHR
+357.7%
-259.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.8% |
| 7D | +2.6% | -4.3% | +7.0% | +3.5% |
| 30D | -4.6% | -3.1% | -1.6% | -4.1% |
| 3M | -9.5% | +15.7% | -25.2% | -13.0% |
| 6M | +14.8% | +4.1% | +10.8% | +13.2% |
| YTD | +35.8% | +15.4% | +20.4% | +30.2% |
| 1Y | +48.9% | +28.0% | +21.0% | +38.0% |
| All | +98.3% | +357.7% | -259.4% | +44.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling