+31.6%
FAST vs AHR
+26.3%
+5.3%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | +1.2% |
| 7D | +3.4% | +9.5% | -6.0% | +1.8% |
| 30D | +5.5% | +11.7% | -6.2% | +3.4% |
| 3M | +7.6% | +4.0% | +3.6% | +6.6% |
| 6M | +19.8% | +13.5% | +6.3% | +16.8% |
| YTD | +35.5% | +21.6% | +13.9% | +32.1% |
| 1Y | +31.6% | +25.1% | +6.5% | +28.1% |
| All | +31.6% | +26.3% | +5.3% | +28.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling