+51.9%
DOW vs AHR
+26.3%
+25.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.6% | -5.8% | -2.9% |
| 7D | -4.2% | +9.5% | -13.6% | -3.1% |
| 30D | +14.7% | +11.7% | +3.0% | +16.5% |
| 3M | +9.1% | +4.0% | +5.1% | +9.4% |
| 6M | -17.7% | +13.5% | -31.2% | -15.5% |
| YTD | +44.6% | +21.6% | +23.0% | +49.3% |
| 1Y | +51.9% | +25.1% | +26.8% | +55.2% |
| All | +51.9% | +26.3% | +25.6% | +55.2% |
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