+243.1%
ARM vs AHR
+357.7%
-114.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.6% | +1.1% |
| 7D | +12.5% | -4.3% | +16.8% | +12.7% |
| 30D | -1.4% | -3.1% | +1.7% | -1.2% |
| 3M | -18.7% | +15.7% | -34.3% | -20.6% |
| 6M | +124.6% | +4.1% | +120.5% | +123.6% |
| YTD | +141.7% | +15.4% | +126.3% | +132.9% |
| 1Y | +87.7% | +28.0% | +59.7% | +74.3% |
| All | +243.1% | +357.7% | -114.6% | +244.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling