+47.2%
CAPR vs AHR
+26.3%
+20.9%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.6% | +5.6% | +7.7% |
| 7D | +43.2% | +9.5% | +33.7% | +41.3% |
| 30D | +14.7% | +11.7% | +3.0% | +13.0% |
| 3M | +113.9% | +4.0% | +109.9% | +113.4% |
| 6M | -73.4% | +13.5% | -86.9% | -72.2% |
| YTD | -69.1% | +21.6% | -90.7% | -64.6% |
| 1Y | +47.2% | +25.1% | +22.1% | +120.2% |
| All | +47.2% | +26.3% | +20.9% | +120.2% |
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