+18.1%
ALK vs AHR
+365.8%
-347.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +2.0% |
| 7D | -0.7% | -1.5% | +0.8% | -0.3% |
| 30D | -19.2% | -1.4% | -17.8% | -19.0% |
| 3M | -1.5% | +18.6% | -20.1% | -7.2% |
| 6M | -13.1% | +6.6% | -19.6% | -15.4% |
| YTD | -16.4% | +17.5% | -33.9% | -21.0% |
| 1Y | -33.1% | +30.9% | -63.9% | -39.3% |
| All | +18.1% | +365.8% | -347.7% | -27.1% |
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