+195.9%
AMD vs AHR
+364.8%
-168.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.2% | +6.1% | +5.9% |
| 7D | +10.0% | -3.4% | +13.5% | +10.7% |
| 30D | +4.6% | -3.8% | +8.4% | +5.3% |
| 3M | +3.1% | +20.1% | -16.9% | -2.7% |
| 6M | +162.8% | +7.1% | +155.7% | +156.3% |
| YTD | +136.2% | +17.2% | +118.9% | +123.8% |
| 1Y | +234.0% | +30.4% | +203.6% | +205.0% |
| All | +195.9% | +364.8% | -168.9% | +75.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling