+29.4%
B vs AHR
+26.3%
+3.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.6% | +5.7% | +8.1% |
| 7D | +1.1% | +9.5% | -8.3% | +0.4% |
| 30D | +0.3% | +11.7% | -11.4% | -0.8% |
| 3M | +5.4% | +4.0% | +1.4% | +5.2% |
| 6M | +5.5% | +13.5% | -8.0% | +5.7% |
| YTD | -6.3% | +21.6% | -27.9% | -5.0% |
| 1Y | +29.4% | +25.1% | +4.3% | +29.1% |
| All | +29.4% | +26.3% | +3.1% | +29.1% |
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