+384.0%
FIX vs AHR
+404.3%
-20.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.8% | +7.6% | +9.1% |
| 7D | -7.2% | +9.6% | -16.9% | -8.8% |
| 30D | -35.1% | +16.1% | -51.2% | -37.1% |
| 3M | -34.3% | +4.4% | -38.7% | -34.8% |
| 6M | -42.9% | +15.1% | -58.1% | -45.2% |
| YTD | +19.5% | +27.2% | -7.7% | +10.9% |
| 1Y | +16.8% | +21.7% | -5.0% | +9.7% |
| All | +384.0% | +404.3% | -20.3% | +233.9% |
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