+591.6%
FIX vs AHR
+360.2%
+231.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -1.6% |
| 7D | +0.7% | -3.0% | +3.7% | +1.4% |
| 30D | -5.7% | +2.6% | -8.3% | -6.3% |
| 3M | -7.4% | +16.0% | -23.5% | -12.3% |
| 6M | +15.1% | +3.1% | +12.0% | +13.1% |
| YTD | +70.7% | +16.0% | +54.6% | +61.3% |
| 1Y | +111.9% | +28.0% | +84.0% | +93.1% |
| All | +591.6% | +360.2% | +231.4% | +385.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling