+53.0%
EXPD vs AHR
+404.3%
-351.3%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.8% | +0.9% | +2.5% |
| 7D | -5.5% | +9.6% | -15.1% | -6.3% |
| 30D | -1.9% | +16.1% | -18.0% | -3.4% |
| 3M | +6.1% | +4.4% | +1.7% | +5.6% |
| 6M | +21.6% | +15.1% | +6.5% | +19.8% |
| YTD | +27.9% | +27.2% | +0.7% | +24.3% |
| 1Y | +39.4% | +21.7% | +17.7% | +36.1% |
| All | +53.0% | +404.3% | -351.3% | +19.9% |
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 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