+405.0%
FIX vs AHR
+406.6%
-1.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.3% | +5.3% | +5.1% |
| 7D | +6.4% | +5.1% | +1.4% | +5.5% |
| 30D | -29.1% | +12.8% | -41.9% | -30.8% |
| 3M | -31.1% | +13.0% | -44.1% | -32.8% |
| 6M | -42.8% | +18.7% | -61.5% | -45.6% |
| YTD | +24.6% | +27.8% | -3.1% | +15.6% |
| 1Y | +21.9% | +22.9% | -1.0% | +14.2% |
| All | +405.0% | +406.6% | -1.6% | +248.1% |
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 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