-82.0%
IRE vs AHR
+27.5%
-109.5%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | -0.2% | +10.5% | +10.1% |
| 7D | +58.9% | -3.4% | +62.3% | +56.6% |
| 30D | +17.2% | -3.8% | +20.9% | +14.9% |
| 3M | -58.6% | +20.1% | -78.7% | -62.7% |
| 6M | -23.5% | +7.1% | -30.5% | -24.0% |
| YTD | -47.4% | +17.2% | -64.6% | -51.2% |
| All | -82.0% | +27.5% | -109.5% | -85.5% |
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