-14.0%
BIDU vs AHR
+360.2%
-374.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -1.6% |
| 7D | -5.2% | -3.0% | -2.2% | -4.8% |
| 30D | -14.5% | +2.6% | -17.1% | -14.8% |
| 3M | -22.9% | +16.0% | -38.9% | -24.8% |
| 6M | -27.8% | +3.1% | -30.9% | -28.3% |
| YTD | -30.7% | +16.0% | -46.7% | -32.3% |
| 1Y | -15.8% | +28.0% | -43.8% | -18.9% |
| All | -14.0% | +360.2% | -374.1% | -40.3% |
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 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