+30.4%
EWZ vs AHR
+365.8%
-335.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.4% |
| 7D | +6.5% | -1.5% | +8.0% | +6.7% |
| 30D | +4.8% | -1.4% | +6.3% | +5.1% |
| 3M | +9.9% | +18.6% | -8.7% | +6.3% |
| 6M | +1.9% | +6.6% | -4.6% | +0.5% |
| YTD | +20.3% | +17.5% | +2.8% | +16.6% |
| 1Y | +35.6% | +30.9% | +4.8% | +28.6% |
| All | +30.4% | +365.8% | -335.4% | +4.9% |
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