+16.4%
GS vs AHR
+22.1%
-5.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.5% |
| 7D | +1.6% | +8.1% | -6.5% | +1.8% |
| 30D | +1.7% | +16.9% | -15.2% | +2.2% |
| 3M | -11.6% | +7.6% | -19.2% | -11.5% |
| 6M | -1.9% | +16.0% | -17.9% | -0.8% |
| YTD | +5.1% | +28.1% | -23.0% | +6.2% |
| 1Y | +16.4% | +22.8% | -6.4% | +17.5% |
| All | +16.4% | +22.1% | -5.7% | +17.5% |
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