+48.6%
GNRC vs AHR
+356.1%
-307.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.9% | +3.8% | +3.0% |
| 7D | -0.2% | -2.1% | +1.9% | +0.1% |
| 30D | -15.7% | +1.9% | -17.6% | -15.9% |
| 3M | -27.3% | +15.7% | -43.0% | -29.7% |
| 6M | -12.1% | +2.5% | -14.6% | -12.8% |
| YTD | +37.1% | +15.0% | +22.1% | +33.0% |
| 1Y | -0.5% | +28.1% | -28.6% | -6.3% |
| All | +48.6% | +356.1% | -307.4% | +4.8% |
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 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