+145.2%
C vs AHR
+401.6%
-256.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.1% |
| 7D | +4.7% | +4.6% | +0.1% | +3.9% |
| 30D | +0.2% | +11.6% | -11.5% | -1.8% |
| 3M | -9.3% | +12.0% | -21.4% | -11.2% |
| 6M | -0.8% | +15.0% | -15.9% | -3.8% |
| YTD | +8.5% | +26.5% | -18.0% | +2.5% |
| 1Y | +23.1% | +25.0% | -1.9% | +16.6% |
| All | +145.2% | +401.6% | -256.4% | +68.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling