+347.3%
AHR vs COO
-42.5%
+389.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -14.7% | +15.2% | +2.7% |
| 7D | -3.0% | -23.3% | +20.3% | +0.7% |
| 30D | +2.6% | -29.5% | +32.1% | +7.9% |
| 3M | +16.0% | -20.0% | +36.0% | +19.5% |
| 6M | +3.1% | -27.2% | +30.3% | +7.5% |
| YTD | +16.0% | -33.9% | +50.0% | +22.7% |
| 1Y | +28.0% | -19.9% | +47.9% | +30.3% |
| All | +347.3% | -42.5% | +389.8% | +387.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 10y: compounded portfolio wealth divided by compounded COO 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…
10y analysis · Full analysis span regression · 6 months rolling