+178.9%
BB vs AHR
+356.1%
-177.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +1.9% |
| 7D | -0.4% | -2.1% | +1.7% | +0.1% |
| 30D | -12.5% | +1.9% | -14.4% | -13.0% |
| 3M | -17.4% | +15.7% | -33.1% | -21.5% |
| 6M | +119.1% | +2.5% | +116.6% | +115.7% |
| YTD | +102.4% | +15.0% | +87.4% | +90.6% |
| 1Y | +98.2% | +28.1% | +70.1% | +78.0% |
| All | +178.9% | +356.1% | -177.2% | +62.3% |
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