+98.9%
AMAT vs AHR
+395.3%
-296.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.3% | +0.9% | +4.0% |
| 7D | -14.7% | +8.2% | -22.9% | -15.1% |
| 30D | -36.1% | +17.3% | -53.4% | -36.8% |
| 3M | -36.9% | +6.4% | -43.2% | -37.1% |
| 6M | -22.2% | +16.9% | -39.1% | -23.7% |
| YTD | +29.9% | +24.9% | +5.0% | +25.5% |
| 1Y | +43.3% | +23.3% | +19.9% | +38.6% |
| All | +98.9% | +395.3% | -296.4% | +48.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling