+28.5%
JD vs AHR
+357.7%
-329.2%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.5% | -0.9% | -2.2% |
| 7D | -3.0% | -4.3% | +1.4% | -2.1% |
| 30D | -19.3% | -3.1% | -16.3% | -18.8% |
| 3M | -6.0% | +15.7% | -21.7% | -9.2% |
| 6M | +1.8% | +4.1% | -2.3% | +0.7% |
| YTD | -2.6% | +15.4% | -18.0% | -6.1% |
| 1Y | -17.4% | +28.0% | -45.4% | -22.7% |
| All | +28.5% | +357.7% | -329.2% | -23.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling