+61.6%
AFRM vs AHR
+364.8%
-303.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | +3.1% | -3.4% | +6.5% | +4.0% |
| 30D | -4.2% | -3.8% | -0.4% | -3.3% |
| 3M | +10.1% | +20.1% | -9.9% | +3.4% |
| 6M | +39.4% | +7.1% | +32.3% | +35.2% |
| YTD | -3.2% | +17.2% | -20.4% | -10.2% |
| 1Y | -16.1% | +30.4% | -46.5% | -26.9% |
| All | +61.6% | +364.8% | -303.2% | -21.9% |
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