-64.4%
CSGP vs AHR
+364.8%
-429.1%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.8% |
| 7D | -5.1% | -3.4% | -1.7% | -4.8% |
| 30D | +0.3% | -3.8% | +4.1% | +0.6% |
| 3M | -9.1% | +20.1% | -29.2% | -10.2% |
| 6M | -37.3% | +7.1% | -44.4% | -37.6% |
| YTD | -54.9% | +17.2% | -72.1% | -55.7% |
| 1Y | -65.5% | +30.4% | -95.9% | -67.0% |
| All | -64.4% | +364.8% | -429.1% | -73.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling