-64.1%
CSGP vs AHR
+395.3%
-459.4%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +3.3% | -8.0% | -5.1% |
| 7D | +1.3% | +8.2% | -6.9% | +0.2% |
| 30D | +10.7% | +17.3% | -6.6% | +8.6% |
| 3M | +3.3% | +6.4% | -3.1% | +2.3% |
| 6M | -10.3% | +16.9% | -27.2% | -11.9% |
| YTD | -54.6% | +24.9% | -79.5% | -55.9% |
| 1Y | -54.6% | +23.3% | -78.0% | -55.9% |
| All | -64.1% | +395.3% | -459.4% | -73.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling