+37.0%
CHYM vs AHR
+33.1%
+4.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | -0.2% |
| 7D | +1.7% | -1.5% | +3.1% | +1.3% |
| 30D | +30.2% | -1.4% | +31.7% | +30.1% |
| 3M | +85.9% | +18.6% | +67.3% | +93.7% |
| 6M | +49.9% | +6.6% | +43.3% | +53.3% |
| YTD | +34.1% | +17.5% | +16.7% | +41.0% |
| 1Y | +37.0% | +30.9% | +6.2% | +51.7% |
| All | +37.0% | +33.1% | +4.0% | +51.7% |
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