-4.5%
LHX vs AHR
+33.1%
-37.6%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.3% | -2.0% |
| 7D | -2.4% | -1.5% | -1.0% | -2.3% |
| 30D | -10.4% | -1.4% | -9.0% | -10.3% |
| 3M | -16.9% | +18.6% | -35.5% | -18.3% |
| 6M | -29.9% | +6.6% | -36.5% | -30.6% |
| YTD | -12.0% | +17.5% | -29.4% | -12.4% |
| 1Y | -4.5% | +30.9% | -35.4% | -1.0% |
| All | -4.5% | +33.1% | -37.6% | -1.0% |
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 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