+321.8%
AG vs AHR
+356.1%
-34.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.7% |
| 7D | -6.7% | -2.1% | -4.6% | -6.2% |
| 30D | +2.2% | +1.9% | +0.3% | +1.7% |
| 3M | +15.7% | +15.7% | 0.0% | +10.6% |
| 6M | -23.8% | +2.5% | -26.3% | -24.4% |
| YTD | +17.6% | +15.0% | +2.6% | +11.7% |
| 1Y | +88.6% | +28.1% | +60.5% | +70.6% |
| All | +321.8% | +356.1% | -34.3% | +157.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling