+134.8%
GOOGL vs AHR
+356.1%
-221.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +1.9% |
| 7D | 0.0% | -2.1% | +2.1% | +0.3% |
| 30D | -1.4% | +1.9% | -3.3% | -1.7% |
| 3M | -5.3% | +15.7% | -21.0% | -7.4% |
| 6M | +9.8% | +2.5% | +7.3% | +9.1% |
| YTD | +8.4% | +15.0% | -6.7% | +5.9% |
| 1Y | +41.2% | +28.1% | +13.1% | +35.8% |
| All | +134.8% | +356.1% | -221.3% | +87.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling