+40.2%
AMC vs AHR
+26.3%
+13.9%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.6% | +4.7% | +8.2% |
| 7D | +17.7% | +9.5% | +8.3% | +21.4% |
| 30D | +26.2% | +11.7% | +14.5% | +31.3% |
| 3M | +31.3% | +4.0% | +27.4% | +32.6% |
| 6M | +142.8% | +13.5% | +129.2% | +164.5% |
| YTD | +125.6% | +21.6% | +104.1% | +150.0% |
| 1Y | +40.2% | +25.1% | +15.1% | +58.1% |
| All | +40.2% | +26.3% | +13.9% | +58.1% |
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