+162.7%
AMD vs AHR
+395.3%
-232.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +3.3% | +7.7% | +10.5% |
| 7D | -11.0% | +8.2% | -19.2% | -11.9% |
| 30D | -30.5% | +17.3% | -47.8% | -32.1% |
| 3M | -8.2% | +6.4% | -14.6% | -9.0% |
| 6M | +6.6% | +16.9% | -10.3% | +2.5% |
| YTD | +109.7% | +24.9% | +84.8% | +97.0% |
| 1Y | +88.9% | +23.3% | +65.6% | +77.8% |
| All | +162.7% | +395.3% | -232.6% | +54.9% |
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