-32.7%
APP vs AHR
+22.0%
-54.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.7% | -2.7% |
| 7D | +10.6% | +4.6% | +5.9% | +10.5% |
| 30D | +44.6% | +11.6% | +33.0% | +44.8% |
| 3M | +29.6% | +12.0% | +17.6% | +29.9% |
| 6M | -19.8% | +15.0% | -34.8% | -18.1% |
| YTD | -41.6% | +26.5% | -68.1% | -42.7% |
| 1Y | -32.7% | +25.0% | -57.7% | -33.4% |
| All | -32.7% | +22.0% | -54.7% | -33.4% |
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