+347.3%
AHR vs IAG
+706.8%
-359.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +0.7% |
| 7D | -3.0% | -4.1% | +1.0% | -2.8% |
| 30D | +2.6% | +10.6% | -8.0% | +1.8% |
| 3M | +16.0% | +35.4% | -19.4% | +13.2% |
| 6M | +3.1% | -9.5% | +12.6% | +3.3% |
| YTD | +16.0% | +21.8% | -5.8% | +12.7% |
| 1Y | +28.0% | +84.1% | -56.2% | +18.6% |
| All | +347.3% | +706.8% | -359.5% | +280.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling