+19.3%
ARM vs AHR
+26.3%
-7.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.6% | -7.9% | -3.8% |
| 7D | -18.7% | +9.5% | -28.2% | -14.3% |
| 30D | -36.7% | +11.7% | -48.4% | -32.2% |
| 3M | -31.6% | +4.0% | -35.6% | -29.3% |
| 6M | -5.6% | +13.5% | -19.2% | +4.0% |
| YTD | +75.5% | +21.6% | +53.9% | +90.6% |
| 1Y | +19.3% | +25.1% | -5.8% | +30.2% |
| All | +19.3% | +26.3% | -7.0% | +30.2% |
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