+145.7%
AMDL vs AHR
+374.3%
-228.6%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.0% | +12.9% | +12.1% |
| 7D | +103.5% | +4.6% | +98.9% | +101.6% |
| 30D | -18.3% | +11.6% | -29.9% | -20.5% |
| 3M | +20.1% | +12.0% | +8.0% | +16.5% |
| 6M | +15.9% | +15.0% | +0.9% | +8.4% |
| YTD | +303.0% | +26.5% | +276.5% | +257.4% |
| 1Y | +164.0% | +25.0% | +139.0% | +135.6% |
| All | +145.7% | +374.3% | -228.6% | +10.7% |
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