-97.7%
IRE vs AHR
+26.3%
-124.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +2.6% | -25.9% | -21.1% |
| 7D | -46.8% | +9.5% | -56.3% | -42.2% |
| 30D | -75.5% | +11.7% | -87.2% | -72.9% |
| 3M | -79.4% | +4.0% | -83.4% | -78.1% |
| 6M | -91.3% | +13.5% | -104.8% | -90.7% |
| YTD | -90.8% | +21.6% | -112.4% | -90.7% |
| 1Y | -97.7% | +25.1% | -122.8% | -97.9% |
| All | -97.7% | +26.3% | -124.0% | -97.9% |
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