+36.6%
BP vs AHR
+26.3%
+10.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.6% | -6.8% | -4.0% |
| 7D | -8.4% | +9.5% | -17.9% | -8.1% |
| 30D | +2.2% | +11.7% | -9.5% | +2.8% |
| 3M | +8.8% | +4.0% | +4.8% | +8.7% |
| 6M | -0.5% | +13.5% | -14.0% | +0.7% |
| YTD | +36.2% | +21.6% | +14.6% | +37.7% |
| 1Y | +36.6% | +25.1% | +11.5% | +37.1% |
| All | +36.6% | +26.3% | +10.2% | +37.1% |
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 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