+607.8%
HOOD vs AHR
+394.2%
+213.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.5% | -2.8% | -3.7% |
| 7D | -3.8% | -0.2% | -3.5% | -3.6% |
| 30D | -23.0% | +10.2% | -33.2% | -25.9% |
| 3M | -21.6% | +8.3% | -30.0% | -24.2% |
| 6M | +1.4% | +13.0% | -11.6% | -4.3% |
| YTD | -31.2% | +24.6% | -55.8% | -39.3% |
| 1Y | -35.9% | +22.2% | -58.2% | -42.7% |
| All | +607.8% | +394.2% | +213.6% | +185.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling