+33.4%
AG vs AHR
+26.3%
+7.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +2.6% | +6.5% | +9.3% |
| 7D | -2.6% | +9.5% | -12.1% | -1.7% |
| 30D | -12.1% | +11.7% | -23.8% | -11.3% |
| 3M | -6.6% | +4.0% | -10.6% | -6.2% |
| 6M | -20.5% | +13.5% | -34.0% | -17.9% |
| YTD | -7.4% | +21.6% | -29.0% | -1.5% |
| 1Y | +33.4% | +25.1% | +8.3% | +39.2% |
| All | +33.4% | +26.3% | +7.1% | +39.2% |
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