+68.4%
FDX vs AHR
+356.1%
-287.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +0.9% | +0.2% |
| 7D | -3.3% | -2.1% | -1.2% | -2.9% |
| 30D | -4.5% | +1.9% | -6.4% | -4.8% |
| 3M | -7.3% | +15.7% | -23.0% | -9.8% |
| 6M | +7.5% | +2.5% | +5.0% | +6.7% |
| YTD | +35.1% | +15.0% | +20.1% | +31.1% |
| 1Y | +71.4% | +28.1% | +43.3% | +62.3% |
| All | +68.4% | +356.1% | -287.7% | +24.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling