+47.9%
BP vs AHR
+360.2%
-312.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.8% |
| 7D | +5.7% | -3.0% | +8.8% | +5.9% |
| 30D | +8.1% | +2.6% | +5.5% | +7.9% |
| 3M | +8.6% | +16.0% | -7.4% | +7.4% |
| 6M | +18.1% | +3.1% | +15.0% | +18.0% |
| YTD | +37.6% | +16.0% | +21.6% | +35.5% |
| 1Y | +39.4% | +28.0% | +11.4% | +35.4% |
| All | +47.9% | +360.2% | -312.3% | +34.4% |
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