-3.5%
BRO vs AHR
+23.7%
-27.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.2% | +0.8% |
| 7D | +9.9% | +5.9% | +4.1% | +8.9% |
| 30D | +22.3% | +11.0% | +11.3% | +20.7% |
| 3M | +5.3% | +1.5% | +3.9% | +4.7% |
| 6M | +30.3% | +13.9% | +16.5% | +29.6% |
| YTD | -5.7% | +20.9% | -26.6% | -4.7% |
| 1Y | -3.5% | +21.4% | -24.9% | -2.2% |
| All | -3.5% | +23.7% | -27.2% | -2.2% |
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