-79.6%
HTZ vs AHR
+379.3%
-458.9%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -0.6% | -20.2% | -20.7% |
| 7D | -7.7% | +5.9% | -13.6% | -8.3% |
| 30D | -13.1% | +11.0% | -24.1% | -14.4% |
| 3M | +14.7% | +1.5% | +13.3% | +14.5% |
| 6M | -70.6% | +13.9% | -84.5% | -71.8% |
| YTD | -65.2% | +20.9% | -86.1% | -67.5% |
| 1Y | -73.2% | +21.4% | -94.6% | -75.1% |
| All | -79.6% | +379.3% | -458.9% | -88.6% |
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