+130.0%
CAH vs AHR
+356.1%
-226.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.4% |
| 7D | -5.1% | -2.1% | -3.0% | -4.7% |
| 30D | +0.2% | +1.9% | -1.7% | -0.2% |
| 3M | +6.3% | +15.7% | -9.4% | +2.9% |
| 6M | +9.4% | +2.5% | +6.9% | +8.3% |
| YTD | +15.0% | +15.0% | -0.1% | +11.0% |
| 1Y | +55.4% | +28.1% | +27.3% | +47.1% |
| All | +130.0% | +356.1% | -226.1% | +99.7% |
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