-0.6%
BA vs AHR
+364.8%
-365.3%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | +2.5% | -3.4% | +5.9% | +3.1% |
| 30D | -10.1% | -3.8% | -6.3% | -9.5% |
| 3M | -2.4% | +20.1% | -22.5% | -6.6% |
| 6M | -8.8% | +7.1% | -15.9% | -10.5% |
| YTD | -2.9% | +17.2% | -20.2% | -6.9% |
| 1Y | -8.8% | +30.4% | -39.1% | -15.2% |
| All | -0.6% | +364.8% | -365.3% | -28.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling