+2,187.5%
BE vs AHR
+360.2%
+1,827.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -4.2% |
| 7D | +9.7% | -3.0% | +12.8% | +10.9% |
| 30D | +22.4% | +2.6% | +19.8% | +21.1% |
| 3M | +10.4% | +16.0% | -5.7% | +0.4% |
| 6M | +67.9% | +3.1% | +64.8% | +62.0% |
| YTD | +197.5% | +16.0% | +181.4% | +171.1% |
| 1Y | +310.6% | +28.0% | +282.6% | +257.1% |
| All | +2,187.5% | +360.2% | +1,827.3% | +1,258.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling