-15.0%
ALB vs AHR
+394.2%
-409.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -1.0% |
| 7D | -5.8% | -0.2% | -5.5% | -5.7% |
| 30D | -4.5% | +10.2% | -14.8% | -7.0% |
| 3M | -28.1% | +8.3% | -36.4% | -29.6% |
| 6M | -53.2% | +13.0% | -66.2% | -54.9% |
| YTD | -33.3% | +24.6% | -57.9% | -37.6% |
| 1Y | -17.4% | +22.2% | -39.7% | -22.4% |
| All | -15.0% | +394.2% | -409.2% | -48.3% |
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