+43.1%
FLNC vs AHR
+26.4%
+16.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.9% | +3.4% | +2.1% |
| 7D | -4.1% | -2.1% | -2.0% | -4.9% |
| 30D | -24.8% | +1.9% | -26.7% | -24.0% |
| 3M | -59.1% | +15.7% | -74.8% | -57.5% |
| 6M | -42.0% | +2.5% | -44.5% | -38.0% |
| YTD | -49.8% | +15.0% | -64.8% | -48.8% |
| 1Y | +43.1% | +28.1% | +15.0% | +24.6% |
| All | +43.1% | +26.4% | +16.7% | +24.6% |
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