-35.4%
CG vs AHR
+26.4%
-61.8%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -1.7% |
| 7D | -9.9% | -2.1% | -7.8% | -9.9% |
| 30D | -11.7% | +1.9% | -13.5% | -11.7% |
| 3M | -4.3% | +15.7% | -19.9% | -4.9% |
| 6M | -8.8% | +2.5% | -11.3% | -8.7% |
| YTD | -26.9% | +15.0% | -41.9% | -26.6% |
| 1Y | -35.4% | +28.1% | -63.5% | -39.1% |
| All | -35.4% | +26.4% | -61.8% | -39.1% |
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