+133.3%
IVZ vs AHR
+365.8%
-232.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +1.5% |
| 7D | +0.6% | -1.5% | +2.1% | +1.0% |
| 30D | +4.0% | -1.4% | +5.4% | +4.2% |
| 3M | +18.2% | +18.6% | -0.4% | +11.8% |
| 6M | +32.8% | +6.6% | +26.3% | +29.6% |
| YTD | +28.7% | +17.5% | +11.3% | +21.3% |
| 1Y | +55.4% | +30.9% | +24.5% | +39.7% |
| All | +133.3% | +365.8% | -232.5% | +45.3% |
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