+198.8%
GE vs AHR
+357.7%
-158.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -2.4% |
| 7D | -1.2% | -4.3% | +3.1% | 0.0% |
| 30D | -11.3% | -3.1% | -8.2% | -10.6% |
| 3M | -1.4% | +15.7% | -17.1% | -6.3% |
| 6M | +1.2% | +4.1% | -2.9% | -0.8% |
| YTD | +5.9% | +15.4% | -9.5% | +0.6% |
| 1Y | +18.4% | +28.0% | -9.6% | +8.8% |
| All | +198.8% | +357.7% | -158.9% | +120.1% |
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