+48.1%
LH vs AHR
+357.7%
-309.6%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.4% | -0.9% |
| 7D | -3.2% | -4.3% | +1.2% | -2.4% |
| 30D | +0.1% | -3.1% | +3.2% | +0.7% |
| 3M | +18.6% | +15.7% | +3.0% | +15.3% |
| 6M | +17.9% | +4.1% | +13.9% | +16.6% |
| YTD | +28.9% | +15.4% | +13.5% | +24.7% |
| 1Y | +16.6% | +28.0% | -11.3% | +9.8% |
| All | +48.1% | +357.7% | -309.6% | +6.2% |
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 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