-26.3%
APH vs AHR
+33.1%
-59.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.9% | -46.9% | -47.6% |
| 7D | -48.7% | -3.1% | -45.6% | -48.3% |
| 30D | -51.9% | -1.4% | -50.5% | -51.7% |
| 3M | -43.6% | +18.6% | -62.1% | -46.6% |
| 6M | -37.5% | +6.6% | -44.1% | -38.6% |
| YTD | -38.6% | +17.5% | -56.1% | -41.9% |
| 1Y | -26.3% | +30.9% | -57.2% | -34.3% |
| All | -26.3% | +33.1% | -59.4% | -34.3% |
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