+62.2%
AFRM vs AHR
+365.8%
-303.6%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.9% | -0.8% | -2.1% |
| 7D | -7.0% | -1.5% | -5.5% | -6.6% |
| 30D | -7.8% | -1.4% | -6.4% | -7.6% |
| 3M | +5.3% | +18.6% | -13.3% | -0.9% |
| 6M | +42.6% | +6.6% | +36.1% | +38.7% |
| YTD | -2.8% | +17.5% | -20.3% | -9.9% |
| 1Y | -19.3% | +30.9% | -50.2% | -29.8% |
| All | +62.2% | +365.8% | -303.6% | -21.7% |
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