+143.1%
INTC vs AHR
+356.1%
-213.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.5% | +2.8% |
| 7D | +7.5% | -2.1% | +9.5% | +7.8% |
| 30D | +2.0% | +1.9% | +0.1% | +1.5% |
| 3M | -12.0% | +15.7% | -27.6% | -15.9% |
| 6M | +114.5% | +2.5% | +112.0% | +111.8% |
| YTD | +179.0% | +15.0% | +164.0% | +166.9% |
| 1Y | +318.3% | +28.1% | +290.2% | +289.4% |
| All | +143.1% | +356.1% | -213.0% | +82.5% |
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