+21.2%
GAP vs AHR
+364.8%
-343.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | +1.7% | -3.4% | +5.2% | +2.6% |
| 30D | +9.3% | -3.8% | +13.1% | +10.2% |
| 3M | +6.1% | +20.1% | -14.0% | +0.1% |
| 6M | -2.3% | +7.1% | -9.4% | -4.8% |
| YTD | -10.6% | +17.2% | -27.8% | -15.5% |
| 1Y | -4.4% | +30.4% | -34.8% | -13.5% |
| All | +21.2% | +364.8% | -343.5% | -40.7% |
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