-18.3%
BIDU vs AHR
+26.4%
-44.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +0.9% |
| 7D | -8.1% | -2.1% | -6.0% | -8.0% |
| 30D | -12.8% | +1.9% | -14.7% | -12.9% |
| 3M | -21.3% | +15.7% | -36.9% | -22.4% |
| 6M | -27.0% | +2.5% | -29.5% | -27.2% |
| YTD | -30.0% | +15.0% | -45.1% | -29.6% |
| 1Y | -18.3% | +28.1% | -46.4% | -10.2% |
| All | -18.3% | +26.4% | -44.6% | -10.2% |
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 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