+7.1%
CRM vs AHR
+33.1%
-25.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.1% | -2.6% |
| 7D | +1.3% | -1.5% | +2.7% | +0.8% |
| 30D | +34.3% | -1.4% | +35.7% | +33.5% |
| 3M | +37.7% | +18.6% | +19.1% | +50.1% |
| 6M | +34.9% | +6.6% | +28.4% | +41.1% |
| YTD | -1.6% | +17.5% | -19.1% | +8.6% |
| 1Y | +7.1% | +30.9% | -23.7% | +23.7% |
| All | +7.1% | +33.1% | -25.9% | +23.7% |
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