+23.3%
AHR vs BRKR
+53.7%
-30.3%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +5.6% | -2.3% | +3.3% |
| 7D | +8.2% | +7.4% | +0.8% | +8.2% |
| 30D | +17.3% | +2.7% | +14.6% | +17.3% |
| 3M | +6.4% | +19.7% | -13.3% | +6.5% |
| 6M | +16.9% | +45.2% | -28.3% | +17.8% |
| YTD | +24.9% | +30.6% | -5.6% | +24.7% |
| 1Y | +23.3% | +56.6% | -33.3% | +29.2% |
| All | +23.3% | +53.7% | -30.3% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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