+30.9%
AHR vs CRL
+78.8%
-48.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.9% |
| 7D | -1.5% | -1.0% | -0.4% | -1.5% |
| 30D | -1.4% | +10.7% | -12.1% | -0.9% |
| 3M | +18.6% | +55.3% | -36.7% | +21.3% |
| 6M | +6.6% | +60.7% | -54.1% | +9.1% |
| YTD | +17.5% | +44.6% | -27.2% | +19.9% |
| 1Y | +30.9% | +77.7% | -46.9% | +34.8% |
| All | +30.9% | +78.8% | -48.0% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 CRL 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