+2,353.3%
BE vs AHR
+364.8%
+1,988.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.2% | +9.8% | +9.7% |
| 7D | +29.8% | -3.4% | +33.2% | +31.3% |
| 30D | +26.4% | -3.8% | +30.2% | +28.1% |
| 3M | +9.3% | +20.1% | -10.7% | -2.2% |
| 6M | +105.1% | +7.1% | +98.0% | +94.3% |
| YTD | +219.0% | +17.2% | +201.8% | +189.7% |
| 1Y | +418.8% | +30.4% | +388.4% | +347.8% |
| All | +2,353.3% | +364.8% | +1,988.5% | +1,351.5% |
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 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