-14.5%
LVS vs AHR
+356.1%
-370.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.7% |
| 7D | -3.5% | -2.1% | -1.4% | -3.2% |
| 30D | -6.2% | +1.9% | -8.1% | -6.5% |
| 3M | -14.8% | +15.7% | -30.5% | -16.7% |
| 6M | -20.9% | +2.5% | -23.4% | -21.2% |
| YTD | -33.0% | +15.0% | -48.1% | -35.0% |
| 1Y | -20.0% | +28.1% | -48.1% | -24.3% |
| All | -14.5% | +356.1% | -370.6% | -36.4% |
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