+53.0%
FDX vs AHR
+23.3%
+29.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +1.7% |
| 7D | +5.2% | -0.2% | +5.4% | +5.2% |
| 30D | +11.3% | +10.2% | +1.1% | +10.0% |
| 3M | -4.1% | +8.3% | -12.4% | -5.0% |
| 6M | +9.6% | +13.0% | -3.4% | +8.4% |
| YTD | +40.9% | +24.6% | +16.3% | +37.9% |
| 1Y | +53.0% | +22.2% | +30.8% | +49.1% |
| All | +53.0% | +23.3% | +29.7% | +49.1% |
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