+26.0%
C vs AHR
+26.3%
-0.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -1.0% | +1.7% |
| 7D | +1.1% | +9.5% | -8.4% | +1.3% |
| 30D | -2.4% | +11.7% | -14.1% | -2.2% |
| 3M | -8.4% | +4.0% | -12.3% | -8.4% |
| 6M | +0.3% | +13.5% | -13.2% | +0.6% |
| YTD | +9.1% | +21.6% | -12.5% | +9.7% |
| 1Y | +26.0% | +25.1% | +0.9% | +26.7% |
| All | +26.0% | +26.3% | -0.3% | +26.7% |
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