+18.2%
AMP vs AHR
+26.3%
-8.1%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.6% | +1.8% | +4.5% |
| 7D | +7.7% | +9.5% | -1.8% | +7.7% |
| 30D | +6.6% | +11.7% | -5.1% | +6.8% |
| 3M | -4.7% | +4.0% | -8.7% | -4.9% |
| 6M | +12.9% | +13.5% | -0.6% | +13.3% |
| YTD | +8.6% | +21.6% | -13.0% | +10.1% |
| 1Y | +18.2% | +25.1% | -6.9% | +19.0% |
| All | +18.2% | +26.3% | -8.1% | +19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling