+57.3%
BEN vs AHR
+26.3%
+31.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.6% | +2.0% | +4.6% |
| 7D | +6.7% | +9.5% | -2.7% | +6.7% |
| 30D | +3.0% | +11.7% | -8.7% | +3.0% |
| 3M | -4.3% | +4.0% | -8.3% | -4.4% |
| 6M | +16.4% | +13.5% | +2.8% | +16.2% |
| YTD | +46.8% | +21.6% | +25.2% | +48.6% |
| 1Y | +57.3% | +25.1% | +32.2% | +61.3% |
| All | +57.3% | +26.3% | +31.0% | +61.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling