+28.0%
AHR vs COO
-20.6%
+48.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -14.7% | +15.2% | +1.2% |
| 7D | -3.0% | -23.3% | +20.3% | -1.9% |
| 30D | +2.6% | -29.5% | +32.1% | +4.3% |
| 3M | +16.0% | -20.0% | +36.0% | +17.1% |
| 6M | +3.1% | -27.2% | +30.3% | +2.4% |
| YTD | +16.0% | -33.9% | +50.0% | +14.1% |
| 1Y | +28.0% | -19.9% | +47.9% | +28.6% |
| All | +28.0% | -20.6% | +48.5% | +28.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling