+2,340.3%
BE vs AHR
+356.1%
+1,984.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.9% | +7.6% | +7.0% |
| 7D | +9.0% | -2.1% | +11.1% | +9.9% |
| 30D | +16.3% | +1.9% | +14.4% | +15.4% |
| 3M | +10.8% | +15.7% | -4.9% | +0.8% |
| 6M | +73.2% | +2.5% | +70.7% | +67.4% |
| YTD | +217.4% | +15.0% | +202.3% | +190.1% |
| 1Y | +309.8% | +28.1% | +281.7% | +255.9% |
| All | +2,340.3% | +356.1% | +1,984.2% | +1,353.5% |
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