+6.3%
CART vs AHR
+30.4%
-24.1%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.2% | -5.8% | -6.0% |
| 7D | -4.1% | -3.4% | -0.7% | -3.8% |
| 30D | -4.3% | -3.8% | -0.6% | -4.1% |
| 3M | +13.1% | +20.1% | -6.9% | +12.5% |
| 6M | +26.0% | +7.1% | +18.9% | +26.6% |
| YTD | +6.7% | +17.2% | -10.5% | +6.1% |
| 1Y | +6.3% | +30.4% | -24.1% | +2.7% |
| All | +6.3% | +30.4% | -24.1% | +2.7% |
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 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