-8.5%
GAP vs AHR
+26.4%
-34.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.9% | +3.8% | +2.9% |
| 7D | -4.1% | -2.1% | -2.0% | -3.9% |
| 30D | +6.2% | +1.9% | +4.3% | +5.7% |
| 3M | -0.7% | +15.7% | -16.3% | -3.3% |
| 6M | -7.1% | +2.5% | -9.6% | -7.7% |
| YTD | -14.1% | +15.0% | -29.1% | -16.2% |
| 1Y | -8.5% | +28.1% | -36.6% | -19.9% |
| All | -8.5% | +26.4% | -34.9% | -19.9% |
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