+24.6%
DBX vs AHR
+26.3%
-1.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.6% | +0.6% | +2.9% |
| 7D | -1.1% | +9.5% | -10.6% | -2.5% |
| 30D | +5.0% | +11.7% | -6.7% | +3.3% |
| 3M | +4.6% | +4.0% | +0.6% | +3.7% |
| 6M | +43.9% | +13.5% | +30.4% | +41.3% |
| YTD | +29.9% | +21.6% | +8.3% | +24.6% |
| 1Y | +24.6% | +25.1% | -0.5% | +19.8% |
| All | +24.6% | +26.3% | -1.7% | +19.8% |
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