-50.9%
FLNC vs AHR
+356.1%
-407.0%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.9% | +3.4% | +2.5% |
| 7D | -4.1% | -2.1% | -2.0% | -3.9% |
| 30D | -24.8% | +1.9% | -26.7% | -24.8% |
| 3M | -59.1% | +15.7% | -74.8% | -60.4% |
| 6M | -42.0% | +2.5% | -44.5% | -42.1% |
| YTD | -49.8% | +15.0% | -64.8% | -52.1% |
| 1Y | +43.1% | +28.1% | +15.0% | +31.2% |
| All | -50.9% | +356.1% | -407.0% | -68.1% |
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