+38.7%
GD vs AHR
+395.3%
-356.6%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.3% | -4.0% | -1.1% |
| 7D | -5.0% | +8.2% | -13.2% | -5.9% |
| 30D | +8.9% | +17.3% | -8.4% | +6.7% |
| 3M | -8.0% | +6.4% | -14.4% | -8.9% |
| 6M | +2.9% | +16.9% | -14.0% | +0.7% |
| YTD | +7.1% | +24.9% | -17.8% | +3.7% |
| 1Y | +5.9% | +23.3% | -17.4% | +2.7% |
| All | +38.7% | +395.3% | -356.6% | +20.1% |
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