+25.4%
IVZ vs AHR
+23.3%
+2.1%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.5% | +3.8% | +2.4% |
| 7D | +7.6% | -0.2% | +7.8% | +7.6% |
| 30D | +4.3% | +10.2% | -5.9% | +4.4% |
| 3M | -9.3% | +8.3% | -17.7% | -9.3% |
| 6M | +5.2% | +13.0% | -7.8% | +5.6% |
| YTD | +13.4% | +24.6% | -11.2% | +12.1% |
| 1Y | +25.4% | +22.2% | +3.2% | +24.1% |
| All | +25.4% | +23.3% | +2.1% | +24.1% |
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