-19.0%
BA vs AHR
+401.6%
-420.6%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.5% |
| 7D | -0.6% | +4.6% | -5.2% | -1.5% |
| 30D | -8.0% | +11.6% | -19.6% | -10.0% |
| 3M | -25.8% | +12.0% | -37.8% | -27.6% |
| 6M | -27.6% | +15.0% | -42.6% | -29.9% |
| YTD | -21.0% | +26.5% | -47.5% | -25.5% |
| 1Y | -12.3% | +25.0% | -37.3% | -17.0% |
| All | -19.0% | +401.6% | -420.6% | -42.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling