+40.4%
META vs AHR
+357.7%
-317.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.5% | +8.1% | +6.8% |
| 7D | +10.3% | -4.3% | +14.6% | +11.1% |
| 30D | +9.9% | -3.1% | +12.9% | +10.4% |
| 3M | +11.9% | +15.7% | -3.7% | +8.5% |
| 6M | +1.2% | +4.1% | -2.9% | 0.0% |
| YTD | -0.8% | +15.4% | -16.2% | -4.2% |
| 1Y | -14.3% | +28.0% | -42.3% | -19.5% |
| All | +40.4% | +357.7% | -317.3% | +2.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling