+37.3%
GS vs AHR
+28.9%
+8.4%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.8% |
| 7D | +2.4% | -4.3% | +6.8% | +2.3% |
| 30D | -0.1% | -3.1% | +3.0% | -0.1% |
| 3M | +0.2% | +15.7% | -15.5% | -0.6% |
| 6M | +24.8% | +4.1% | +20.7% | +25.2% |
| YTD | +18.8% | +15.4% | +3.3% | +18.6% |
| 1Y | +37.3% | +28.0% | +9.4% | +33.0% |
| All | +37.3% | +28.9% | +8.4% | +33.0% |
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