+85.1%
IRM vs AHR
+364.8%
-279.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.4% | -0.6% |
| 7D | +1.6% | -3.4% | +5.1% | +2.7% |
| 30D | -4.2% | -3.8% | -0.4% | -3.1% |
| 3M | -5.4% | +20.1% | -25.4% | -11.7% |
| 6M | +12.0% | +7.1% | +4.9% | +8.6% |
| YTD | +42.0% | +17.2% | +24.8% | +33.1% |
| 1Y | +29.9% | +30.4% | -0.5% | +16.1% |
| All | +85.1% | +364.8% | -279.6% | +20.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling