+78.1%
ADM vs AHR
+357.7%
-279.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.5% | +3.9% | +2.6% |
| 7D | +1.4% | -4.3% | +5.7% | +1.7% |
| 30D | +8.2% | -3.1% | +11.3% | +8.5% |
| 3M | +8.7% | +15.7% | -7.0% | +7.1% |
| 6M | +29.1% | +4.1% | +25.0% | +28.4% |
| YTD | +53.7% | +15.4% | +38.2% | +51.2% |
| 1Y | +43.2% | +28.0% | +15.3% | +39.1% |
| All | +78.1% | +357.7% | -279.6% | +56.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling