+14.4%
ALB vs AHR
+365.8%
-351.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.9% | -2.6% | -4.0% |
| 7D | -8.1% | -1.5% | -6.6% | -7.7% |
| 30D | +6.3% | -1.4% | +7.7% | +6.6% |
| 3M | -23.6% | +18.6% | -42.1% | -27.7% |
| 6M | -24.6% | +6.6% | -31.2% | -26.3% |
| YTD | -10.3% | +17.5% | -27.7% | -14.7% |
| 1Y | +61.5% | +30.9% | +30.6% | +47.8% |
| All | +14.4% | +365.8% | -351.4% | -29.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling