+346.8%
FLEX vs AHR
+365.8%
-19.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +1.9% |
| 7D | -0.9% | -1.5% | +0.6% | -0.6% |
| 30D | -10.1% | -1.4% | -8.7% | -10.0% |
| 3M | -31.3% | +18.6% | -49.9% | -35.7% |
| 6M | +71.3% | +6.6% | +64.7% | +66.2% |
| YTD | +81.2% | +17.5% | +63.8% | +70.5% |
| 1Y | +98.5% | +30.9% | +67.6% | +79.7% |
| All | +346.8% | +365.8% | -19.0% | +195.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling