+217.4%
B vs AHR
+357.7%
-140.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.5% |
| 7D | +1.0% | -4.3% | +5.4% | +2.1% |
| 30D | +9.5% | -3.1% | +12.6% | +10.3% |
| 3M | +14.3% | +15.7% | -1.3% | +10.3% |
| 6M | -1.9% | +4.1% | -6.0% | -2.8% |
| YTD | +4.1% | +15.4% | -11.3% | +0.1% |
| 1Y | +56.1% | +28.0% | +28.2% | +45.3% |
| All | +217.4% | +357.7% | -140.3% | +121.5% |
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