+49.9%
LTH vs AHR
+33.1%
+16.9%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +0.4% |
| 7D | -0.6% | -1.5% | +0.8% | -0.6% |
| 30D | -4.6% | -1.4% | -3.2% | -4.5% |
| 3M | +32.8% | +18.6% | +14.2% | +32.9% |
| 6M | +64.6% | +6.6% | +58.1% | +65.2% |
| YTD | +62.6% | +17.5% | +45.2% | +63.9% |
| 1Y | +49.9% | +30.9% | +19.1% | +50.7% |
| All | +49.9% | +33.1% | +16.9% | +50.7% |
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