+201.4%
AMD vs AHR
+408.0%
-206.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.2% |
| 7D | +6.5% | +8.1% | -1.6% | +5.4% |
| 30D | -15.3% | +16.9% | -32.2% | -17.2% |
| 3M | +9.7% | +7.6% | +2.1% | +8.6% |
| 6M | +13.2% | +16.0% | -2.8% | +9.6% |
| YTD | +140.6% | +28.1% | +112.5% | +125.2% |
| 1Y | +111.2% | +22.8% | +88.3% | +99.9% |
| All | +201.4% | +408.0% | -206.6% | +77.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling