+69.5%
FDX vs AHR
+364.8%
-295.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.2% | -2.4% | -2.6% |
| 7D | -3.3% | -3.4% | +0.1% | -2.7% |
| 30D | -1.4% | -3.8% | +2.4% | -0.8% |
| 3M | -4.5% | +20.1% | -24.6% | -7.7% |
| 6M | +9.4% | +7.1% | +2.3% | +7.7% |
| YTD | +36.0% | +17.2% | +18.8% | +31.6% |
| 1Y | +75.5% | +30.4% | +45.1% | +65.6% |
| All | +69.5% | +364.8% | -295.3% | +24.8% |
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