+121.8%
DAL vs AHR
+394.2%
-272.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.1% | +0.1% |
| 7D | -1.1% | -0.2% | -0.9% | -1.0% |
| 30D | +12.8% | +10.2% | +2.6% | +10.0% |
| 3M | -5.3% | +8.3% | -13.6% | -7.4% |
| 6M | +22.4% | +13.0% | +9.3% | +17.6% |
| YTD | +25.6% | +24.6% | +1.0% | +17.0% |
| 1Y | +45.5% | +22.2% | +23.3% | +36.1% |
| All | +121.8% | +394.2% | -272.5% | +47.0% |
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 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