+23.2%
EMB vs AHR
+357.7%
-334.5%
-5.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | -0.1% |
| 7D | 0.0% | -4.3% | +4.4% | +0.4% |
| 30D | -0.3% | -3.1% | +2.8% | 0.0% |
| 3M | -0.3% | +15.7% | -16.0% | -1.6% |
| 6M | +0.7% | +4.1% | -3.3% | +0.3% |
| YTD | +1.3% | +15.4% | -14.2% | -0.2% |
| 1Y | +4.7% | +28.0% | -23.3% | +1.9% |
| All | +23.2% | +357.7% | -334.5% | +7.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling