+188.1%
AEIS vs AHR
+356.1%
-168.0%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.9% | +5.8% | +5.1% |
| 7D | +2.3% | -2.1% | +4.3% | +2.8% |
| 30D | -14.8% | +1.9% | -16.7% | -15.3% |
| 3M | -15.6% | +15.7% | -31.2% | -20.8% |
| 6M | -8.7% | +2.5% | -11.2% | -10.6% |
| YTD | +37.3% | +15.0% | +22.3% | +29.0% |
| 1Y | +80.3% | +28.1% | +52.2% | +63.0% |
| All | +188.1% | +356.1% | -168.0% | +71.1% |
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 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