-31.0%
CMCSA vs AHR
+360.2%
-391.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.8% | +2.3% |
| 7D | -5.6% | -3.0% | -2.5% | -5.2% |
| 30D | -1.9% | +2.6% | -4.5% | -2.2% |
| 3M | +6.4% | +16.0% | -9.6% | +4.6% |
| 6M | -16.9% | +3.1% | -20.0% | -17.6% |
| YTD | -6.8% | +16.0% | -22.8% | -8.5% |
| 1Y | -15.9% | +28.0% | -43.9% | -18.6% |
| All | -31.0% | +360.2% | -391.1% | -39.8% |
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