-12.0%
BURL vs AHR
+33.1%
-45.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.9% | +4.5% | +2.9% |
| 7D | -2.8% | -1.5% | -1.3% | -2.6% |
| 30D | -28.2% | -1.4% | -26.8% | -27.9% |
| 3M | -17.6% | +18.6% | -36.2% | -19.8% |
| 6M | -11.8% | +6.6% | -18.3% | -12.3% |
| YTD | -8.1% | +17.5% | -25.6% | -10.2% |
| 1Y | -12.0% | +30.9% | -42.8% | -17.1% |
| All | -12.0% | +33.1% | -45.0% | -17.1% |
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