+96.2%
AS vs AHR
+365.8%
-269.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.9% | +5.4% | +4.3% |
| 7D | -4.9% | -1.5% | -3.4% | -4.5% |
| 30D | -19.6% | -1.4% | -18.2% | -19.2% |
| 3M | -14.4% | +18.6% | -33.0% | -20.0% |
| 6M | -20.1% | +6.6% | -26.7% | -22.3% |
| YTD | -20.9% | +17.5% | -38.4% | -26.2% |
| 1Y | -21.9% | +30.9% | -52.7% | -30.9% |
| All | +96.2% | +365.8% | -269.6% | -1.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling