+49.5%
JBL vs AHR
+33.1%
+16.4%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +1.6% |
| 7D | +3.0% | -1.5% | +4.5% | +3.1% |
| 30D | -8.3% | -1.4% | -6.9% | -8.2% |
| 3M | -16.9% | +18.6% | -35.5% | -21.9% |
| 6M | +21.8% | +6.6% | +15.2% | +19.3% |
| YTD | +36.3% | +17.5% | +18.8% | +27.6% |
| 1Y | +49.5% | +30.9% | +18.6% | +27.2% |
| All | +49.5% | +33.1% | +16.4% | +27.2% |
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