-61.5%
DOCS vs AHR
+33.1%
-94.6%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.9% | -0.9% | -3.0% |
| 7D | -1.4% | -1.5% | 0.0% | -1.6% |
| 30D | +21.8% | -1.4% | +23.2% | +21.1% |
| 3M | +27.3% | +18.6% | +8.7% | +35.8% |
| 6M | -0.3% | +6.6% | -6.9% | +2.1% |
| YTD | -40.5% | +17.5% | -58.0% | -35.6% |
| 1Y | -61.5% | +30.9% | -92.4% | -57.7% |
| All | -61.5% | +33.1% | -94.6% | -57.7% |
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