+50.5%
B vs AHR
+28.2%
+22.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -3.1% | -2.6% |
| 7D | -5.0% | -3.0% | -2.0% | -4.7% |
| 30D | +8.7% | +2.6% | +6.1% | +8.5% |
| 3M | +17.3% | +16.0% | +1.3% | +16.2% |
| 6M | -5.0% | +3.1% | -8.1% | -4.1% |
| YTD | +1.4% | +16.0% | -14.6% | +1.8% |
| 1Y | +50.5% | +28.0% | +22.5% | +45.7% |
| All | +50.5% | +28.2% | +22.3% | +45.7% |
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 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