+35.3%
LUV vs AHR
+356.1%
-320.8%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +1.7% |
| 7D | -1.0% | -2.1% | +1.1% | -0.3% |
| 30D | -12.4% | +1.9% | -14.2% | -13.0% |
| 3M | -11.0% | +15.7% | -26.6% | -15.9% |
| 6M | -5.0% | +2.5% | -7.5% | -6.6% |
| YTD | -3.8% | +15.0% | -18.8% | -9.4% |
| 1Y | +25.9% | +28.1% | -2.2% | +12.9% |
| All | +35.3% | +356.1% | -320.8% | -20.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling