-83.2%
IRE vs AHR
+25.6%
-108.8%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -1.5% | -5.3% | -7.5% |
| 7D | +29.0% | -4.3% | +33.4% | +26.5% |
| 30D | +24.2% | -3.1% | +27.3% | +22.5% |
| 3M | -53.2% | +15.7% | -68.8% | -57.3% |
| 6M | -36.0% | +4.1% | -40.1% | -36.1% |
| YTD | -51.0% | +15.4% | -66.4% | -54.9% |
| All | -83.2% | +25.6% | -108.8% | -86.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling