-32.9%
DOCS vs AHR
+23.3%
-56.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.4% |
| 7D | +2.6% | -0.2% | +2.8% | +2.5% |
| 30D | +11.4% | +10.2% | +1.2% | +11.5% |
| 3M | +25.4% | +8.3% | +17.1% | +25.0% |
| 6M | +42.5% | +13.0% | +29.5% | +44.2% |
| YTD | -24.7% | +24.6% | -49.3% | -18.7% |
| 1Y | -32.9% | +22.2% | -55.2% | -27.7% |
| All | -32.9% | +23.3% | -56.2% | -27.7% |
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