+5.6%
CVS vs AHR
+26.3%
-20.8%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +2.6% | -15.1% | -13.1% |
| 7D | -11.1% | +9.5% | -20.6% | -13.1% |
| 30D | -7.4% | +11.7% | -19.1% | -10.0% |
| 3M | -22.9% | +4.0% | -26.9% | -23.7% |
| 6M | -1.2% | +13.5% | -14.7% | -4.3% |
| YTD | +3.9% | +21.6% | -17.7% | -0.9% |
| 1Y | +5.6% | +25.1% | -19.5% | 0.0% |
| All | +5.6% | +26.3% | -20.8% | 0.0% |
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