+68.9%
ALL vs AHR
+357.7%
-288.8%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.6% | +0.4% |
| 7D | -2.2% | -4.3% | +2.1% | -1.1% |
| 30D | -5.6% | -3.1% | -2.5% | -4.9% |
| 3M | +17.2% | +15.7% | +1.6% | +12.8% |
| 6M | +23.2% | +4.1% | +19.2% | +21.4% |
| YTD | +23.6% | +15.4% | +8.2% | +18.2% |
| 1Y | +29.2% | +28.0% | +1.2% | +19.3% |
| All | +68.9% | +357.7% | -288.8% | +25.2% |
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