+2.8%
EMB vs AHR
+26.4%
-23.5%
-4.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | -0.1% |
| 7D | -1.2% | -2.1% | +0.9% | -1.1% |
| 30D | -1.3% | +1.9% | -3.1% | -1.3% |
| 3M | -1.8% | +15.7% | -17.4% | -2.3% |
| 6M | +0.2% | +2.5% | -2.3% | +0.1% |
| YTD | +0.4% | +15.0% | -14.6% | +0.1% |
| 1Y | +2.8% | +28.1% | -25.3% | +2.1% |
| All | +2.8% | +26.4% | -23.5% | +2.1% |
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