-54.9%
FND vs AHR
+356.1%
-411.0%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.3% |
| 7D | -5.8% | -2.1% | -3.7% | -5.2% |
| 30D | -20.2% | +1.9% | -22.1% | -20.8% |
| 3M | -12.0% | +15.7% | -27.6% | -15.9% |
| 6M | -18.5% | +2.5% | -21.0% | -19.5% |
| YTD | -22.3% | +15.0% | -37.3% | -25.7% |
| 1Y | -47.6% | +28.1% | -75.8% | -52.0% |
| All | -54.9% | +356.1% | -411.0% | -76.2% |
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