+17.7%
GFS vs AHR
+26.3%
-8.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +2.6% | -8.6% | -5.5% |
| 7D | -12.5% | +9.5% | -22.0% | -11.2% |
| 30D | -16.9% | +11.7% | -28.6% | -15.5% |
| 3M | -22.3% | +4.0% | -26.2% | -21.5% |
| 6M | -40.2% | +13.5% | -53.8% | -39.0% |
| YTD | +16.0% | +21.6% | -5.6% | +18.5% |
| 1Y | +17.7% | +25.1% | -7.4% | +21.2% |
| All | +17.7% | +26.3% | -8.6% | +21.2% |
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