+80.3%
EXPE vs AHR
+364.8%
-284.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.2% | -7.7% | -7.8% |
| 7D | -9.8% | -3.4% | -6.3% | -9.2% |
| 30D | -11.5% | -3.8% | -7.7% | -11.0% |
| 3M | +21.7% | +20.1% | +1.7% | +17.8% |
| 6M | +10.4% | +7.1% | +3.3% | +8.8% |
| YTD | -2.5% | +17.2% | -19.7% | -6.4% |
| 1Y | +27.3% | +30.4% | -3.0% | +18.2% |
| All | +80.3% | +364.8% | -284.5% | +16.3% |
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