+344.9%
AHR vs COO
-32.6%
+377.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.2% | +4.7% | -0.5% |
| 7D | -4.3% | -9.0% | +4.6% | -2.9% |
| 30D | -3.1% | -16.8% | +13.8% | -0.3% |
| 3M | +15.7% | -7.5% | +23.2% | +16.9% |
| 6M | +4.1% | -16.3% | +20.4% | +6.6% |
| YTD | +15.4% | -22.5% | +38.0% | +19.5% |
| 1Y | +28.0% | -7.0% | +35.0% | +27.8% |
| All | +344.9% | -32.6% | +377.5% | +375.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling