+343.3%
AHR vs IAG
+713.7%
-370.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -0.9% |
| 7D | -2.1% | -1.1% | -1.0% | -2.0% |
| 30D | +1.9% | +12.1% | -10.2% | +1.0% |
| 3M | +15.7% | +25.5% | -9.9% | +13.5% |
| 6M | +2.5% | -7.1% | +9.6% | +2.5% |
| YTD | +15.0% | +22.9% | -7.8% | +11.7% |
| 1Y | +28.1% | +83.3% | -55.2% | +18.8% |
| All | +343.3% | +713.7% | -370.3% | +276.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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