+20.3%
DOC vs AHR
+23.7%
-3.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.3% | -0.1% |
| 7D | +6.2% | +5.9% | +0.4% | +4.3% |
| 30D | +6.5% | +11.0% | -4.5% | +3.0% |
| 3M | -6.2% | +1.5% | -7.7% | -6.9% |
| 6M | +25.6% | +13.9% | +11.7% | +21.5% |
| YTD | +32.1% | +20.9% | +11.2% | +28.9% |
| 1Y | +20.3% | +21.4% | -1.1% | +16.9% |
| All | +20.3% | +23.7% | -3.4% | +16.9% |
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