-11.8%
IDXX vs AHR
+356.1%
-367.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.2% |
| 7D | -5.7% | -2.1% | -3.6% | -5.3% |
| 30D | -11.5% | +1.9% | -13.4% | -12.0% |
| 3M | -9.5% | +15.7% | -25.2% | -13.0% |
| 6M | -16.0% | +2.5% | -18.5% | -16.8% |
| YTD | -25.4% | +15.0% | -40.4% | -28.9% |
| 1Y | -21.8% | +28.1% | -49.9% | -28.4% |
| All | -11.8% | +356.1% | -367.9% | -45.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling