+44.6%
COP vs AHR
+33.1%
+11.6%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -1.3% |
| 7D | +3.0% | -1.5% | +4.5% | +2.8% |
| 30D | +17.5% | -1.4% | +18.9% | +17.3% |
| 3M | +13.4% | +18.6% | -5.2% | +15.8% |
| 6M | +17.7% | +6.6% | +11.2% | +19.3% |
| YTD | +46.6% | +17.5% | +29.1% | +48.7% |
| 1Y | +44.6% | +30.9% | +13.7% | +43.1% |
| All | +44.6% | +33.1% | +11.6% | +43.1% |
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