+362.3%
ASX vs AHR
+364.8%
-2.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.2% | +6.3% | +6.1% |
| 7D | +6.3% | -3.4% | +9.7% | +6.7% |
| 30D | +6.4% | -3.8% | +10.2% | +6.8% |
| 3M | +13.1% | +20.1% | -6.9% | +8.9% |
| 6M | +90.3% | +7.1% | +83.2% | +87.2% |
| YTD | +149.6% | +17.2% | +132.4% | +140.4% |
| 1Y | +249.2% | +30.4% | +218.8% | +227.2% |
| All | +362.3% | +364.8% | -2.5% | +250.8% |
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