+6.6%
AMCR vs AHR
+360.2%
-353.6%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | -5.0% | -3.0% | -1.9% | -4.4% |
| 30D | -8.0% | +2.6% | -10.6% | -8.4% |
| 3M | +14.3% | +16.0% | -1.7% | +11.4% |
| 6M | +5.3% | +3.1% | +2.3% | +4.6% |
| YTD | +7.7% | +16.0% | -8.3% | +4.9% |
| 1Y | +10.8% | +28.0% | -17.1% | +5.8% |
| All | +6.6% | +360.2% | -353.6% | -20.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling