+32.0%
CTVA vs AHR
+26.3%
+5.7%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.6% | +0.6% | +2.8% |
| 7D | +8.2% | +9.5% | -1.2% | +6.9% |
| 30D | -1.0% | +11.7% | -12.7% | -2.4% |
| 3M | +4.6% | +4.0% | +0.6% | +4.3% |
| 6M | +0.5% | +13.5% | -13.1% | -0.9% |
| YTD | +22.7% | +21.6% | +1.1% | +19.9% |
| 1Y | +32.0% | +25.1% | +6.9% | +28.3% |
| All | +32.0% | +26.3% | +5.7% | +28.3% |
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