-12.3%
BURL vs AHR
+22.0%
-34.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.5% |
| 7D | +0.4% | +4.6% | -4.2% | -0.6% |
| 30D | -4.3% | +11.6% | -16.0% | -6.5% |
| 3M | -28.8% | +12.0% | -40.8% | -30.3% |
| 6M | -12.8% | +15.0% | -27.8% | -14.8% |
| YTD | -12.8% | +26.5% | -39.3% | -15.6% |
| 1Y | -12.3% | +25.0% | -37.3% | -15.1% |
| All | -12.3% | +22.0% | -34.3% | -15.1% |
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