+48.0%
BAX vs AHR
+26.3%
+21.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.6% | +1.3% | +3.4% |
| 7D | +4.1% | +9.5% | -5.4% | +2.3% |
| 30D | +9.4% | +11.7% | -2.3% | +7.0% |
| 3M | -6.5% | +4.0% | -10.5% | -7.3% |
| 6M | +59.6% | +13.5% | +46.1% | +53.7% |
| YTD | +38.9% | +21.6% | +17.3% | +35.4% |
| 1Y | +48.0% | +25.1% | +22.9% | +46.0% |
| All | +48.0% | +26.3% | +21.7% | +46.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling