-55.8%
FIG vs AHR
+33.1%
-88.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.9% | -2.5% | -4.7% |
| 7D | -16.3% | -1.5% | -14.8% | -16.5% |
| 30D | -14.3% | -1.4% | -12.9% | -14.8% |
| 3M | +7.2% | +18.6% | -11.4% | +15.8% |
| 6M | -18.6% | +6.6% | -25.2% | -15.0% |
| YTD | -35.5% | +17.5% | -52.9% | -29.0% |
| 1Y | -55.8% | +30.9% | -86.7% | -46.7% |
| All | -55.8% | +33.1% | -88.8% | -46.7% |
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