+30.9%
AHR vs FGI
+81.8%
-51.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +7.5% | -9.4% | -1.9% |
| 7D | -1.5% | +0.5% | -2.0% | -1.5% |
| 30D | -1.4% | +65.4% | -66.8% | -1.6% |
| 3M | +18.6% | +23.5% | -4.9% | +18.3% |
| 6M | +6.6% | +60.5% | -54.0% | +7.0% |
| YTD | +17.5% | +30.0% | -12.5% | +17.7% |
| 1Y | +30.9% | +82.1% | -51.2% | +32.4% |
| All | +30.9% | +81.8% | -51.0% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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