+2.4%
ALLY vs AHR
+26.3%
-23.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.6% | +1.2% | +3.9% |
| 7D | +2.4% | +9.5% | -7.1% | +2.7% |
| 30D | +5.6% | +11.7% | -6.1% | +6.0% |
| 3M | -11.7% | +4.0% | -15.7% | -11.8% |
| 6M | -7.0% | +13.5% | -20.6% | -6.9% |
| YTD | -10.4% | +21.6% | -32.0% | -8.3% |
| 1Y | +2.4% | +25.1% | -22.7% | +4.0% |
| All | +2.4% | +26.3% | -23.9% | +4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling