-13.1%
BR vs AHR
+26.3%
-39.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | +3.1% |
| 7D | +7.0% | +9.5% | -2.5% | +7.4% |
| 30D | +19.0% | +11.7% | +7.3% | +19.9% |
| 3M | +13.1% | +4.0% | +9.1% | +13.0% |
| 6M | +24.6% | +13.5% | +11.1% | +27.0% |
| YTD | -13.6% | +21.6% | -35.2% | -9.9% |
| 1Y | -13.1% | +25.1% | -38.2% | -9.0% |
| All | -13.1% | +26.3% | -39.4% | -9.0% |
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