+26.0%
FLEX vs AHR
+23.3%
+2.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.5% | -2.6% | -4.0% |
| 7D | +7.5% | -0.2% | +7.7% | +7.5% |
| 30D | -25.3% | +10.2% | -35.5% | -25.3% |
| 3M | -39.7% | +8.3% | -48.0% | -39.6% |
| 6M | -47.9% | +13.0% | -60.9% | -48.8% |
| YTD | +24.1% | +24.6% | -0.5% | +14.8% |
| 1Y | +26.0% | +22.2% | +3.7% | +16.4% |
| All | +26.0% | +23.3% | +2.7% | +16.4% |
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