+9.0%
HCA vs AHR
+26.3%
-17.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +2.6% | +7.7% | +9.7% |
| 7D | +10.2% | +9.5% | +0.8% | +8.1% |
| 30D | +17.4% | +11.7% | +5.7% | +14.8% |
| 3M | +27.7% | +4.0% | +23.7% | +26.3% |
| 6M | +20.0% | +13.5% | +6.5% | +16.1% |
| YTD | +10.0% | +21.6% | -11.6% | +6.9% |
| 1Y | +9.0% | +25.1% | -16.1% | +7.3% |
| All | +9.0% | +26.3% | -17.3% | +7.3% |
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 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