+182.6%
AMAT vs AHR
+364.8%
-182.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.2% | +4.0% |
| 7D | +7.0% | -3.4% | +10.4% | +7.3% |
| 30D | -12.2% | -3.8% | -8.4% | -11.9% |
| 3M | -3.8% | +20.1% | -23.9% | -6.9% |
| 6M | +45.9% | +7.1% | +38.8% | +44.0% |
| YTD | +84.6% | +17.2% | +67.4% | +79.0% |
| 1Y | +193.4% | +30.4% | +163.0% | +177.9% |
| All | +182.6% | +364.8% | -182.2% | +112.3% |
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 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