+167.5%
B vs AHR
+394.2%
-226.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.3% |
| 7D | -7.3% | -0.2% | -7.1% | -7.3% |
| 30D | -3.3% | +10.2% | -13.6% | -5.6% |
| 3M | -7.8% | +8.3% | -16.1% | -9.5% |
| 6M | -15.5% | +13.0% | -28.6% | -17.9% |
| YTD | -12.3% | +24.6% | -36.9% | -17.2% |
| 1Y | +5.4% | +22.2% | -16.9% | 0.0% |
| All | +167.5% | +394.2% | -226.7% | +83.3% |
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