+554.2%
APP vs AHR
+364.8%
+189.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.4% | -2.6% |
| 7D | +0.1% | -3.4% | +3.5% | +1.8% |
| 30D | -10.0% | -3.8% | -6.3% | -8.4% |
| 3M | -44.6% | +20.1% | -64.7% | -49.8% |
| 6M | -37.9% | +7.1% | -44.9% | -41.0% |
| YTD | -53.7% | +17.2% | -70.9% | -58.9% |
| 1Y | -43.0% | +30.4% | -73.4% | -53.4% |
| All | +554.2% | +364.8% | +189.5% | +198.9% |
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