+214.4%
LTH vs AHR
+357.7%
-143.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.3% |
| 7D | -4.0% | -4.3% | +0.3% | -2.8% |
| 30D | -1.7% | -3.1% | +1.4% | -0.9% |
| 3M | +28.0% | +15.7% | +12.3% | +22.3% |
| 6M | +54.1% | +4.1% | +50.0% | +51.7% |
| YTD | +57.1% | +15.4% | +41.6% | +48.6% |
| 1Y | +45.8% | +28.0% | +17.8% | +31.7% |
| All | +214.4% | +357.7% | -143.3% | +61.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling