+69.1%
CSCO vs AHR
+26.4%
+42.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.9% | +5.3% | +4.2% |
| 7D | +2.7% | -2.1% | +4.8% | +2.3% |
| 30D | -9.5% | +1.9% | -11.4% | -9.1% |
| 3M | -7.6% | +15.7% | -23.3% | -5.5% |
| 6M | +44.9% | +2.5% | +42.4% | +47.4% |
| YTD | +47.7% | +15.0% | +32.7% | +49.4% |
| 1Y | +69.1% | +28.1% | +41.0% | +69.6% |
| All | +69.1% | +26.4% | +42.7% | +69.6% |
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