+61.1%
APA vs AHR
+360.2%
-299.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.7% |
| 7D | +0.8% | -3.0% | +3.8% | +1.0% |
| 30D | +9.6% | +2.6% | +7.0% | +9.4% |
| 3M | +18.0% | +16.0% | +2.0% | +16.4% |
| 6M | +41.9% | +3.1% | +38.8% | +41.8% |
| YTD | +86.3% | +16.0% | +70.3% | +81.8% |
| 1Y | +97.9% | +28.0% | +69.9% | +89.5% |
| All | +61.1% | +360.2% | -299.0% | +25.1% |
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