+50.1%
FAST vs AHR
+364.8%
-314.7%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | +1.3% | -3.4% | +4.7% | +1.8% |
| 30D | -4.7% | -3.8% | -1.0% | -4.2% |
| 3M | +7.9% | +20.1% | -12.1% | +4.9% |
| 6M | +7.4% | +7.1% | +0.4% | +6.0% |
| YTD | +25.1% | +17.2% | +7.9% | +21.9% |
| 1Y | +4.7% | +30.4% | -25.7% | +0.4% |
| All | +50.1% | +364.8% | -314.7% | +25.2% |
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