+8.1%
DBX vs AHR
+356.1%
-348.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.3% | +1.6% |
| 7D | +2.1% | -2.1% | +4.2% | +2.5% |
| 30D | +5.7% | +1.9% | +3.9% | +5.3% |
| 3M | +31.8% | +15.7% | +16.1% | +28.3% |
| 6M | +37.5% | +2.5% | +34.9% | +36.6% |
| YTD | +27.9% | +15.0% | +12.9% | +23.9% |
| 1Y | +15.0% | +28.1% | -13.1% | +9.0% |
| All | +8.1% | +356.1% | -348.0% | -10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling