-51.2%
LULU vs AHR
+33.1%
-84.2%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -1.9% | -15.5% | -17.5% |
| 7D | -16.7% | -1.5% | -15.3% | -16.8% |
| 30D | -18.5% | -1.4% | -17.1% | -18.6% |
| 3M | -19.5% | +18.6% | -38.0% | -17.2% |
| 6M | -41.9% | +6.6% | -48.5% | -40.7% |
| YTD | -51.6% | +17.5% | -69.1% | -50.0% |
| 1Y | -51.2% | +30.9% | -82.0% | -48.1% |
| All | -51.2% | +33.1% | -84.2% | -48.1% |
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