-3.4%
GAP vs AHR
+33.1%
-36.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.6% |
| 7D | -4.5% | -1.5% | -3.0% | -4.4% |
| 30D | +9.0% | -1.4% | +10.4% | +9.0% |
| 3M | +5.0% | +18.6% | -13.6% | +2.0% |
| 6M | -17.8% | +6.6% | -24.4% | -18.6% |
| YTD | -10.4% | +17.5% | -27.9% | -12.7% |
| 1Y | -3.4% | +30.9% | -34.2% | -14.5% |
| All | -3.4% | +33.1% | -36.4% | -14.5% |
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