+25.0%
HL vs AHR
+26.3%
-1.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +2.6% | +10.6% | +13.3% |
| 7D | +0.2% | +9.5% | -9.3% | +0.9% |
| 30D | -12.1% | +11.7% | -23.8% | -11.5% |
| 3M | -2.8% | +4.0% | -6.8% | -2.6% |
| 6M | -14.9% | +13.5% | -28.5% | -13.1% |
| YTD | -22.0% | +21.6% | -43.6% | -18.9% |
| 1Y | +25.0% | +25.1% | -0.1% | +26.4% |
| All | +25.0% | +26.3% | -1.3% | +26.4% |
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