+53.3%
FLNC vs AHR
+33.1%
+20.3%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.3% | +0.6% |
| 7D | -4.9% | -1.5% | -3.4% | -5.4% |
| 30D | -27.3% | -1.4% | -25.9% | -27.6% |
| 3M | -61.9% | +18.6% | -80.5% | -60.0% |
| 6M | -34.5% | +6.6% | -41.1% | -29.7% |
| YTD | -47.7% | +17.5% | -65.1% | -45.9% |
| 1Y | +53.3% | +30.9% | +22.5% | +37.0% |
| All | +53.3% | +33.1% | +20.3% | +37.0% |
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