+83.1%
AR vs AHR
+357.7%
-274.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.4% |
| 7D | -1.2% | -4.3% | +3.2% | -0.3% |
| 30D | +5.5% | -3.1% | +8.6% | +6.1% |
| 3M | +12.9% | +15.7% | -2.8% | +8.8% |
| 6M | +0.1% | +4.1% | -4.0% | -1.4% |
| YTD | +13.5% | +15.4% | -1.9% | +7.5% |
| 1Y | +21.6% | +28.0% | -6.4% | +10.9% |
| All | +83.1% | +357.7% | -274.6% | +26.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling