-2.6%
BAX vs AHR
+26.4%
-29.0%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.4% |
| 7D | -7.9% | -2.1% | -5.8% | -7.5% |
| 30D | -11.7% | +1.9% | -13.5% | -12.0% |
| 3M | +16.2% | +15.7% | +0.5% | +12.1% |
| 6M | +32.0% | +2.5% | +29.5% | +28.2% |
| YTD | +24.7% | +15.0% | +9.7% | +22.6% |
| 1Y | -2.6% | +28.1% | -30.7% | -7.1% |
| All | -2.6% | +26.4% | -29.0% | -7.1% |
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