-21.7%
AS vs AHR
+30.4%
-52.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.8% |
| 7D | -2.6% | -3.4% | +0.8% | -2.0% |
| 30D | -22.1% | -3.8% | -18.4% | -21.6% |
| 3M | -15.3% | +20.1% | -35.4% | -18.1% |
| 6M | -15.6% | +7.1% | -22.6% | -16.3% |
| YTD | -23.2% | +17.2% | -40.4% | -24.1% |
| 1Y | -21.7% | +30.4% | -52.1% | -24.4% |
| All | -21.7% | +30.4% | -52.1% | -24.4% |
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