+0.3%
AGI vs AHR
+26.3%
-26.0%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +2.6% | +8.2% | +10.6% |
| 7D | -5.3% | +9.5% | -14.7% | -5.6% |
| 30D | -7.1% | +11.7% | -18.8% | -7.8% |
| 3M | +4.4% | +4.0% | +0.4% | +4.3% |
| 6M | -23.0% | +13.5% | -36.6% | -22.1% |
| YTD | -22.0% | +21.6% | -43.6% | -19.6% |
| 1Y | +0.3% | +25.1% | -24.8% | +0.6% |
| All | +0.3% | +26.3% | -26.0% | +0.6% |
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