+9.2%
AMT vs AHR
+394.2%
-385.0%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.4% | +1.3% |
| 7D | +1.5% | -0.2% | +1.7% | +1.6% |
| 30D | +6.8% | +10.2% | -3.4% | +4.3% |
| 3M | +11.2% | +8.3% | +2.9% | +9.0% |
| 6M | +12.5% | +13.0% | -0.6% | +8.7% |
| YTD | +12.5% | +24.6% | -12.1% | +5.6% |
| 1Y | +10.1% | +22.2% | -12.1% | +3.8% |
| All | +9.2% | +394.2% | -385.0% | -33.5% |
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