+0.2%
BA vs AHR
+365.8%
-365.6%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.7% | +1.2% |
| 7D | +1.2% | -1.5% | +2.6% | +1.4% |
| 30D | -11.6% | -1.4% | -10.2% | -11.5% |
| 3M | -2.4% | +18.6% | -21.0% | -6.3% |
| 6M | -6.6% | +6.6% | -13.2% | -8.3% |
| YTD | -2.2% | +17.5% | -19.7% | -6.3% |
| 1Y | -8.0% | +30.9% | -38.9% | -14.5% |
| All | +0.2% | +365.8% | -365.6% | -27.5% |
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 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