+35.8%
GFS vs AHR
+33.1%
+2.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +1.3% |
| 7D | +1.0% | -1.5% | +2.5% | +0.9% |
| 30D | -8.6% | -1.4% | -7.2% | -8.7% |
| 3M | -46.5% | +18.6% | -65.1% | -46.5% |
| 6M | -4.8% | +6.6% | -11.4% | -3.7% |
| YTD | +29.7% | +17.5% | +12.2% | +30.9% |
| 1Y | +35.8% | +30.9% | +5.0% | +36.7% |
| All | +35.8% | +33.1% | +2.8% | +36.7% |
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 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