+380.4%
AHR vs CRL
+53.1%
+327.3%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.6% | -1.4% |
| 7D | -0.2% | +0.1% | -0.4% | -0.2% |
| 30D | +10.2% | +11.9% | -1.7% | +9.7% |
| 3M | +8.3% | +20.2% | -11.8% | +7.6% |
| 6M | +13.0% | +107.5% | -94.5% | +10.4% |
| YTD | +24.6% | +69.4% | -44.8% | +22.4% |
| 1Y | +22.2% | +99.7% | -77.5% | +18.9% |
| All | +380.4% | +53.1% | +327.3% | +368.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling