+42.2%
LLY vs AHR
+23.3%
+18.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.7% | +1.4% |
| 7D | +6.7% | -0.2% | +7.0% | +6.8% |
| 30D | +19.6% | +10.2% | +9.3% | +18.8% |
| 3M | +19.7% | +8.3% | +11.4% | +19.1% |
| 6M | +42.7% | +13.0% | +29.7% | +42.9% |
| YTD | +35.1% | +24.6% | +10.5% | +38.6% |
| 1Y | +42.2% | +22.2% | +20.0% | +45.8% |
| All | +42.2% | +23.3% | +18.9% | +45.8% |
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