+70.8%
BHP vs AHR
+357.7%
-286.9%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.5% |
| 7D | +0.9% | -4.3% | +5.2% | +1.6% |
| 30D | +4.0% | -3.1% | +7.1% | +4.5% |
| 3M | +11.3% | +15.7% | -4.4% | +8.1% |
| 6M | +29.3% | +4.1% | +25.2% | +28.2% |
| YTD | +59.2% | +15.4% | +43.8% | +54.6% |
| 1Y | +80.8% | +28.0% | +52.9% | +71.0% |
| All | +70.8% | +357.7% | -286.9% | +23.9% |
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