-13.2%
AMC vs AHR
+406.6%
-419.8%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.2% |
| 7D | -2.8% | +5.1% | -7.9% | -2.7% |
| 30D | +14.0% | +12.8% | +1.2% | +14.5% |
| 3M | +42.5% | +13.0% | +29.5% | +43.1% |
| 6M | +142.6% | +18.7% | +123.8% | +145.3% |
| YTD | +119.2% | +27.8% | +91.5% | +120.0% |
| 1Y | +40.7% | +22.9% | +17.8% | +41.8% |
| All | -13.2% | +406.6% | -419.8% | -18.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling