+51.2%
JNJ vs AHR
+26.3%
+24.9%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.6% | +1.2% | +3.3% |
| 7D | +1.9% | +9.5% | -7.5% | +0.2% |
| 30D | +9.2% | +11.7% | -2.4% | +6.9% |
| 3M | +8.9% | +4.0% | +4.9% | +7.9% |
| 6M | +24.6% | +13.5% | +11.0% | +21.8% |
| YTD | +35.7% | +21.6% | +14.1% | +33.1% |
| 1Y | +51.2% | +25.1% | +26.1% | +48.7% |
| All | +51.2% | +26.3% | +24.9% | +48.7% |
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 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