+165.6%
HAS vs AHR
+394.2%
-228.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.4% |
| 7D | +1.4% | -0.2% | +1.6% | +1.4% |
| 30D | +26.3% | +10.2% | +16.1% | +23.3% |
| 3M | +25.6% | +8.3% | +17.3% | +23.1% |
| 6M | +30.3% | +13.0% | +17.2% | +26.0% |
| YTD | +50.4% | +24.6% | +25.7% | +41.6% |
| 1Y | +57.7% | +22.2% | +35.5% | +49.0% |
| All | +165.6% | +394.2% | -228.6% | +66.3% |
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