+347.3%
AHR vs BWA
+97.7%
+249.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.1% | +0.5% |
| 7D | -3.0% | -0.1% | -3.0% | -3.1% |
| 30D | +2.6% | -5.5% | +8.1% | +3.0% |
| 3M | +16.0% | -7.6% | +23.6% | +16.7% |
| 6M | +3.1% | +25.0% | -21.9% | -0.3% |
| YTD | +16.0% | +47.0% | -30.9% | +9.6% |
| 1Y | +28.0% | +54.0% | -26.0% | +20.0% |
| All | +347.3% | +97.7% | +249.6% | +291.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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