+499.7%
CIEN vs AHR
+360.2%
+139.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.6% | -1.2% |
| 7D | +5.4% | -3.0% | +8.4% | +6.3% |
| 30D | -13.7% | +2.6% | -16.3% | -14.3% |
| 3M | -23.0% | +16.0% | -39.0% | -27.8% |
| 6M | -0.8% | +3.1% | -3.9% | -3.0% |
| YTD | +43.1% | +16.0% | +27.0% | +34.2% |
| 1Y | +157.6% | +28.0% | +129.7% | +132.2% |
| All | +499.7% | +360.2% | +139.5% | +275.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling