+121.3%
HBM vs AHR
+33.1%
+88.3%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +0.9% | -1.2% |
| 7D | -6.4% | -1.5% | -4.9% | -6.5% |
| 30D | +5.9% | -1.4% | +7.3% | +5.8% |
| 3M | -8.9% | +18.6% | -27.5% | -7.5% |
| 6M | +10.7% | +6.6% | +4.1% | +14.0% |
| YTD | +38.3% | +17.5% | +20.8% | +45.6% |
| 1Y | +121.3% | +30.9% | +90.5% | +144.1% |
| All | +121.3% | +33.1% | +88.3% | +144.1% |
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