+86.1%
FLEX vs AHR
+28.2%
+57.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.5% | -4.7% | -4.2% |
| 7D | +0.1% | -3.0% | +3.2% | +0.4% |
| 30D | -11.8% | +2.6% | -14.4% | -12.1% |
| 3M | -22.6% | +16.0% | -38.6% | -28.0% |
| 6M | +77.3% | +3.1% | +74.2% | +73.2% |
| YTD | +78.8% | +16.0% | +62.7% | +66.2% |
| 1Y | +86.1% | +28.0% | +58.1% | +59.0% |
| All | +86.1% | +28.2% | +57.9% | +59.0% |
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