+10.2%
COMP vs AHR
+28.2%
-17.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.5% | -5.7% | -5.2% |
| 7D | -8.4% | -3.0% | -5.4% | -8.2% |
| 30D | -20.2% | +2.6% | -22.8% | -20.4% |
| 3M | +28.1% | +16.0% | +12.0% | +25.3% |
| 6M | +14.9% | +3.1% | +11.8% | +12.9% |
| YTD | -4.2% | +16.0% | -20.2% | -6.1% |
| 1Y | +10.2% | +28.0% | -17.7% | +3.9% |
| All | +10.2% | +28.2% | -17.9% | +3.9% |
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