+223.9%
APH vs AHR
+365.8%
-141.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.7% | +1.3% |
| 7D | +5.0% | -1.5% | +6.4% | +5.3% |
| 30D | -3.9% | -1.4% | -2.5% | -3.6% |
| 3M | +13.0% | +18.6% | -5.6% | +6.9% |
| 6M | +25.2% | +6.6% | +18.6% | +22.1% |
| YTD | +22.9% | +17.5% | +5.5% | +16.5% |
| 1Y | +47.8% | +30.9% | +17.0% | +35.4% |
| All | +223.9% | +365.8% | -141.9% | +136.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling