+49.8%
LLY vs AHR
+28.2%
+21.6%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.1% |
| 7D | -3.2% | -3.0% | -0.1% | -3.1% |
| 30D | -7.4% | +2.6% | -10.0% | -7.5% |
| 3M | -1.0% | +16.0% | -17.1% | +0.2% |
| 6M | +12.5% | +3.1% | +9.4% | +12.5% |
| YTD | +5.0% | +16.0% | -11.0% | +6.5% |
| 1Y | +49.8% | +28.0% | +21.8% | +49.0% |
| All | +49.8% | +28.2% | +21.6% | +49.0% |
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