+181.8%
BB vs AHR
+357.7%
-175.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.2% |
| 7D | +1.8% | -4.3% | +6.2% | +2.9% |
| 30D | -12.2% | -3.1% | -9.2% | -11.7% |
| 3M | -12.3% | +15.7% | -28.0% | -16.7% |
| 6M | +122.7% | +4.1% | +118.6% | +118.1% |
| YTD | +104.5% | +15.4% | +89.1% | +92.5% |
| 1Y | +106.7% | +28.0% | +78.7% | +85.8% |
| All | +181.8% | +357.7% | -175.9% | +63.8% |
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