-12.5%
AMC vs AHR
+28.9%
-41.3%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.5% | -2.4% | -4.6% |
| 7D | -6.8% | -4.3% | -2.5% | -8.8% |
| 30D | +1.7% | -3.1% | +4.7% | +0.1% |
| 3M | +26.8% | +15.7% | +11.1% | +39.1% |
| 6M | +117.7% | +4.1% | +113.6% | +130.9% |
| YTD | +57.7% | +15.4% | +42.3% | +75.8% |
| 1Y | -12.5% | +28.0% | -40.4% | +6.6% |
| All | -12.5% | +28.9% | -41.3% | +6.6% |
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