+14.0%
ALB vs AHR
+357.7%
-343.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -2.4% |
| 7D | -8.6% | -4.3% | -4.3% | -7.5% |
| 30D | -4.0% | -3.1% | -1.0% | -3.3% |
| 3M | -17.4% | +15.7% | -33.1% | -21.3% |
| 6M | -25.4% | +4.1% | -29.5% | -26.6% |
| YTD | -10.5% | +15.4% | -26.0% | -14.6% |
| 1Y | +75.8% | +28.0% | +47.9% | +62.0% |
| All | +14.0% | +357.7% | -343.7% | -29.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling