+44.6%
AU vs AHR
+26.3%
+18.3%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +2.6% | +5.4% | +7.4% |
| 7D | +0.8% | +9.5% | -8.7% | -1.2% |
| 30D | -7.0% | +11.7% | -18.6% | -9.5% |
| 3M | +8.5% | +4.0% | +4.6% | +7.7% |
| 6M | -1.3% | +13.5% | -14.8% | -3.2% |
| YTD | +6.8% | +21.6% | -14.8% | +6.8% |
| 1Y | +44.6% | +25.1% | +19.5% | +42.8% |
| All | +44.6% | +26.3% | +18.3% | +42.8% |
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 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