+41.4%
GS vs AHR
+33.1%
+8.4%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +1.9% | 0.0% |
| 7D | +0.9% | -1.5% | +2.4% | +0.9% |
| 30D | -1.6% | -1.4% | -0.2% | -1.6% |
| 3M | -4.5% | +18.6% | -23.1% | -5.2% |
| 6M | +20.9% | +6.6% | +14.3% | +21.2% |
| YTD | +19.9% | +17.5% | +2.4% | +19.7% |
| 1Y | +41.4% | +30.9% | +10.6% | +37.0% |
| All | +41.4% | +33.1% | +8.4% | +37.0% |
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