+12.4%
CG vs AHR
+364.8%
-352.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.1% |
| 7D | -1.3% | -3.4% | +2.2% | -0.5% |
| 30D | -3.2% | -3.8% | +0.6% | -2.4% |
| 3M | +6.2% | +20.1% | -13.8% | +0.6% |
| 6M | -4.7% | +7.1% | -11.7% | -6.9% |
| YTD | -20.6% | +17.2% | -37.8% | -24.9% |
| 1Y | -26.4% | +30.4% | -56.8% | -33.3% |
| All | +12.4% | +364.8% | -352.4% | -24.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling