+44.3%
BLK vs AHR
+356.1%
-311.8%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +1.8% |
| 7D | -3.3% | -2.1% | -1.2% | -2.9% |
| 30D | -6.5% | +1.9% | -8.4% | -6.9% |
| 3M | +6.7% | +15.7% | -8.9% | +3.2% |
| 6M | +14.7% | +2.5% | +12.2% | +13.7% |
| YTD | +2.5% | +15.0% | -12.5% | -1.2% |
| 1Y | -2.8% | +28.1% | -30.9% | -9.1% |
| All | +44.3% | +356.1% | -311.8% | +5.1% |
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