+8.6%
ALB vs AHR
+26.3%
-17.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.6% | +2.7% | +5.0% |
| 7D | -2.1% | +9.5% | -11.5% | -3.0% |
| 30D | -9.0% | +11.7% | -20.7% | -10.5% |
| 3M | -21.1% | +4.0% | -25.1% | -21.4% |
| 6M | -49.9% | +13.5% | -63.4% | -51.1% |
| YTD | -32.3% | +21.6% | -53.9% | -32.6% |
| 1Y | +8.6% | +25.1% | -16.5% | +7.6% |
| All | +8.6% | +26.3% | -17.7% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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