-11.1%
CHYM vs AHR
+53.5%
-64.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +0.8% |
| 7D | -2.3% | -2.1% | -0.2% | -2.8% |
| 30D | +4.4% | +1.9% | +2.5% | +4.9% |
| 3M | +91.3% | +15.7% | +75.6% | +96.1% |
| 6M | +44.0% | +2.5% | +41.5% | +45.6% |
| YTD | +31.1% | +15.0% | +16.1% | +34.8% |
| 1Y | +37.8% | +28.1% | +9.7% | +43.5% |
| All | -11.1% | +53.5% | -64.5% | -13.2% |
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 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