-13.2%
BIDU vs AHR
+356.1%
-369.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.0% |
| 7D | -8.1% | -2.1% | -6.0% | -7.9% |
| 30D | -12.8% | +1.9% | -14.7% | -13.1% |
| 3M | -21.3% | +15.7% | -36.9% | -23.2% |
| 6M | -27.0% | +2.5% | -29.5% | -27.4% |
| YTD | -30.0% | +15.0% | -45.1% | -31.6% |
| 1Y | -18.3% | +28.1% | -46.4% | -21.4% |
| All | -13.2% | +356.1% | -369.3% | -39.7% |
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