-33.3%
LULU vs AHR
+23.7%
-57.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | +1.8% | +5.9% | -4.1% | +1.4% |
| 30D | +19.4% | +11.0% | +8.4% | +18.9% |
| 3M | -9.5% | +1.5% | -11.0% | -10.0% |
| 6M | -14.2% | +13.9% | -28.1% | -13.1% |
| YTD | -46.2% | +20.9% | -67.1% | -45.1% |
| 1Y | -33.3% | +21.4% | -54.7% | -32.1% |
| All | -33.3% | +23.7% | -57.0% | -32.1% |
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