+363.1%
ASX vs AHR
+360.2%
+2.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.5% | -3.8% | -3.3% |
| 7D | +6.5% | -3.0% | +9.5% | +6.8% |
| 30D | +3.1% | +2.6% | +0.5% | +2.9% |
| 3M | +17.4% | +16.0% | +1.4% | +13.6% |
| 6M | +85.4% | +3.1% | +82.4% | +83.9% |
| YTD | +150.1% | +16.0% | +134.0% | +141.1% |
| 1Y | +256.3% | +28.0% | +228.3% | +234.8% |
| All | +363.1% | +360.2% | +2.9% | +251.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling