+347.3%
AHR vs SBAC
-12.6%
+359.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.4% | +1.1% |
| 7D | -3.0% | -5.3% | +2.2% | -2.0% |
| 30D | +2.6% | +0.4% | +2.2% | +2.5% |
| 3M | +16.0% | -11.9% | +27.9% | +19.1% |
| 6M | +3.1% | -4.5% | +7.6% | +3.8% |
| YTD | +16.0% | -4.3% | +20.4% | +16.6% |
| 1Y | +28.0% | -3.9% | +31.8% | +28.1% |
| All | +347.3% | -12.6% | +359.9% | +353.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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