-97.3%
IRE vs AHR
+39.0%
-136.3%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | -0.3% | +12.4% | +12.0% |
| 7D | -15.1% | +5.1% | -20.2% | -13.4% |
| 30D | -71.4% | +12.8% | -84.1% | -68.7% |
| 3M | -81.2% | +13.0% | -94.1% | -79.3% |
| 6M | -93.7% | +18.7% | -112.4% | -93.4% |
| YTD | -92.2% | +27.8% | -120.0% | -92.2% |
| 1Y | -97.3% | +22.9% | -120.2% | -97.1% |
| All | -97.3% | +39.0% | -136.3% | -97.7% |
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