+212.2%
EWY vs AHR
+356.1%
-143.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.9% | +4.1% | +3.3% |
| 7D | -0.1% | -2.1% | +2.0% | +0.1% |
| 30D | +7.3% | +1.9% | +5.4% | +7.1% |
| 3M | -5.1% | +15.7% | -20.8% | -7.7% |
| 6M | +42.1% | +2.5% | +39.5% | +41.5% |
| YTD | +94.1% | +15.0% | +79.1% | +88.3% |
| 1Y | +147.8% | +28.1% | +119.7% | +133.5% |
| All | +212.2% | +356.1% | -143.9% | +122.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling