+347.3%
AHR vs SPY
+57.3%
+290.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.8% |
| 7D | -3.0% | -2.0% | -1.1% | -2.2% |
| 30D | +2.6% | -1.7% | +4.3% | +3.3% |
| 3M | +16.0% | +4.7% | +11.3% | +13.4% |
| 6M | +3.1% | +12.5% | -9.4% | -3.1% |
| YTD | +16.0% | +11.7% | +4.3% | +9.4% |
| 1Y | +28.0% | +17.5% | +10.5% | +17.1% |
| All | +347.3% | +57.3% | +290.0% | +240.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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