+39.2%
KR vs AHR
+356.1%
-316.8%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.9% | +3.6% | +2.8% |
| 7D | -0.2% | -2.1% | +1.9% | 0.0% |
| 30D | +5.1% | +1.9% | +3.2% | +4.9% |
| 3M | -8.2% | +15.7% | -23.8% | -9.0% |
| 6M | -18.0% | +2.5% | -20.5% | -18.3% |
| YTD | -4.8% | +15.0% | -19.8% | -5.7% |
| 1Y | -11.0% | +28.1% | -39.1% | -12.3% |
| All | +39.2% | +356.1% | -316.8% | +39.3% |
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