-6.7%
EFX vs AHR
+26.3%
-33.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.6% | -0.2% | +1.7% |
| 7D | +9.2% | +9.5% | -0.3% | +6.6% |
| 30D | +34.8% | +11.7% | +23.1% | +31.4% |
| 3M | +8.8% | +4.0% | +4.8% | +7.4% |
| 6M | +12.3% | +13.5% | -1.2% | +10.6% |
| YTD | -10.6% | +21.6% | -32.2% | -10.4% |
| 1Y | -6.7% | +25.1% | -31.8% | -6.5% |
| All | -6.7% | +26.3% | -33.1% | -6.5% |
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