+145.5%
C vs AHR
+406.6%
-261.2%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.6% |
| 7D | -0.4% | +5.1% | -5.5% | -1.3% |
| 30D | -5.3% | +12.8% | -18.1% | -7.4% |
| 3M | -8.0% | +13.0% | -21.0% | -10.1% |
| 6M | -0.3% | +18.7% | -19.0% | -3.8% |
| YTD | +8.6% | +27.8% | -19.1% | +2.5% |
| 1Y | +25.8% | +22.9% | +2.9% | +19.8% |
| All | +145.5% | +406.6% | -261.2% | +68.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling