-32.6%
LII vs AHR
+28.2%
-60.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.4% | -0.9% |
| 7D | -3.5% | -3.0% | -0.4% | -3.3% |
| 30D | -13.5% | +2.6% | -16.1% | -13.7% |
| 3M | -26.0% | +16.0% | -42.0% | -26.2% |
| 6M | -26.8% | +3.1% | -29.9% | -27.5% |
| YTD | -22.9% | +16.0% | -38.9% | -21.8% |
| 1Y | -32.6% | +28.0% | -60.6% | -25.9% |
| All | -32.6% | +28.2% | -60.8% | -25.9% |
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