+61.4%
BHP vs AHR
+356.1%
-294.7%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | -0.1% |
| 7D | -3.6% | -2.1% | -1.5% | -3.3% |
| 30D | -1.2% | +1.9% | -3.1% | -1.5% |
| 3M | +1.2% | +15.7% | -14.5% | -1.7% |
| 6M | +21.4% | +2.5% | +18.9% | +20.7% |
| YTD | +50.4% | +15.0% | +35.4% | +46.2% |
| 1Y | +67.5% | +28.1% | +39.4% | +58.3% |
| All | +61.4% | +356.1% | -294.7% | +17.2% |
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