-97.1%
IRE vs AHR
+23.3%
-120.4%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | -0.3% | +12.4% | +11.9% |
| 7D | -15.1% | +5.1% | -20.2% | -13.1% |
| 30D | -71.4% | +12.8% | -84.1% | -68.2% |
| 3M | -81.2% | +13.0% | -94.1% | -79.0% |
| 6M | -93.7% | +18.7% | -112.4% | -93.2% |
| YTD | -92.2% | +27.8% | -120.0% | -91.9% |
| All | -97.1% | +23.3% | -120.4% | -96.9% |
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