-31.9%
ADSK vs AHR
+33.1%
-64.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -1.9% | -6.4% | -8.4% |
| 7D | -16.4% | -1.5% | -14.9% | -16.4% |
| 30D | -9.2% | -1.4% | -7.8% | -9.3% |
| 3M | -6.7% | +18.6% | -25.3% | -3.2% |
| 6M | -15.5% | +6.6% | -22.1% | -13.8% |
| YTD | -26.4% | +17.5% | -43.9% | -24.6% |
| 1Y | -31.9% | +30.9% | -62.8% | -31.1% |
| All | -31.9% | +33.1% | -64.9% | -31.1% |
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