+222.2%
FLEX vs AHR
+406.6%
-184.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.3% | +4.1% | +3.8% |
| 7D | +2.2% | +5.1% | -2.8% | +1.3% |
| 30D | -32.6% | +12.8% | -45.4% | -34.3% |
| 3M | -35.5% | +13.0% | -48.4% | -37.2% |
| 6M | -45.6% | +18.7% | -64.3% | -48.5% |
| YTD | +30.7% | +27.8% | +2.9% | +20.8% |
| 1Y | +28.4% | +22.9% | +5.4% | +19.7% |
| All | +222.2% | +406.6% | -184.4% | +109.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling