+23.2%
ALLE vs AHR
+357.7%
-334.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.2% | -2.6% |
| 7D | -2.2% | -4.3% | +2.2% | -1.6% |
| 30D | -8.3% | -3.1% | -5.3% | -8.0% |
| 3M | +16.3% | +15.7% | +0.6% | +13.5% |
| 6M | +1.8% | +4.1% | -2.3% | +0.8% |
| YTD | -3.9% | +15.4% | -19.4% | -6.5% |
| 1Y | -10.0% | +28.0% | -38.0% | -14.4% |
| All | +23.2% | +357.7% | -334.5% | -6.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling