+343.3%
AHR vs AEE
+66.3%
+277.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.8% | -0.9% |
| 7D | -2.1% | -0.8% | -1.3% | -1.7% |
| 30D | +1.9% | -2.9% | +4.8% | +3.5% |
| 3M | +15.7% | -2.4% | +18.1% | +16.8% |
| 6M | +2.5% | -2.7% | +5.2% | +3.8% |
| YTD | +15.0% | +7.3% | +7.8% | +10.6% |
| 1Y | +28.1% | +7.5% | +20.6% | +22.8% |
| All | +343.3% | +66.3% | +277.0% | +266.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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