+11.0%
FTV vs AHR
+26.4%
-15.4%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.3% |
| 7D | -4.0% | -2.1% | -1.9% | -3.9% |
| 30D | -11.0% | +1.9% | -12.9% | -11.1% |
| 3M | -8.4% | +15.7% | -24.1% | -7.8% |
| 6M | -2.6% | +2.5% | -5.1% | -2.8% |
| YTD | -0.6% | +15.0% | -15.6% | +0.1% |
| 1Y | +11.0% | +28.1% | -17.2% | +10.8% |
| All | +11.0% | +26.4% | -15.4% | +10.8% |
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