+170.8%
C vs AHR
+357.7%
-186.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.0% |
| 7D | +2.6% | -4.3% | +6.9% | +3.3% |
| 30D | +1.9% | -3.1% | +5.0% | +2.4% |
| 3M | +2.8% | +15.7% | -12.9% | -0.6% |
| 6M | +30.6% | +4.1% | +26.5% | +28.9% |
| YTD | +19.9% | +15.4% | +4.4% | +15.2% |
| 1Y | +44.6% | +28.0% | +16.6% | +34.6% |
| All | +170.8% | +357.7% | -186.9% | +89.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling