+817.5%
CLS vs AHR
+357.7%
+459.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.4% |
| 7D | +20.1% | -4.3% | +24.4% | +21.3% |
| 30D | +6.0% | -3.1% | +9.1% | +6.7% |
| 3M | -10.3% | +15.7% | -26.0% | -14.6% |
| 6M | +24.5% | +4.1% | +20.4% | +22.4% |
| YTD | +12.9% | +15.4% | -2.6% | +6.5% |
| 1Y | +36.7% | +28.0% | +8.7% | +23.6% |
| All | +817.5% | +357.7% | +459.8% | +500.3% |
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