-0.5%
GNRC vs AHR
+26.4%
-26.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.9% | +3.8% | +2.8% |
| 7D | -0.2% | -2.1% | +1.9% | -0.4% |
| 30D | -15.7% | +1.9% | -17.6% | -15.5% |
| 3M | -27.3% | +15.7% | -43.0% | -28.0% |
| 6M | -12.1% | +2.5% | -14.6% | -11.8% |
| YTD | +37.1% | +15.0% | +22.1% | +40.3% |
| 1Y | -0.5% | +28.1% | -28.6% | +0.8% |
| All | -0.5% | +26.4% | -26.8% | +0.8% |
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