-63.3%
CSGP vs AHR
+404.3%
-467.6%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.8% | +0.4% | +2.0% |
| 7D | -1.8% | +9.6% | -11.4% | -3.0% |
| 30D | +5.3% | +16.1% | -10.8% | +3.4% |
| 3M | +3.3% | +4.4% | -1.1% | +2.4% |
| 6M | -4.7% | +15.1% | -19.8% | -6.3% |
| YTD | -53.5% | +27.2% | -80.7% | -55.0% |
| 1Y | -53.7% | +21.7% | -75.5% | -54.8% |
| All | -63.3% | +404.3% | -467.6% | -73.4% |
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