+38.3%
M vs AHR
+365.8%
-327.5%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.9% | +4.4% | +2.9% |
| 7D | +4.7% | -1.5% | +6.2% | +4.9% |
| 30D | -9.6% | -1.4% | -8.2% | -9.5% |
| 3M | +0.9% | +18.6% | -17.7% | -2.2% |
| 6M | +22.3% | +6.6% | +15.7% | +20.7% |
| YTD | +6.5% | +17.5% | -10.9% | +3.0% |
| 1Y | +38.8% | +30.9% | +7.9% | +30.4% |
| All | +38.3% | +365.8% | -327.5% | +6.5% |
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