+31.2%
META vs AHR
+395.3%
-364.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.3% | -2.5% | +0.2% |
| 7D | -0.8% | +8.2% | -9.0% | -2.2% |
| 30D | -15.4% | +17.3% | -32.7% | -18.0% |
| 3M | +3.5% | +6.4% | -2.8% | +2.1% |
| 6M | -0.3% | +16.9% | -17.2% | -3.6% |
| YTD | -7.3% | +24.9% | -32.2% | -11.9% |
| 1Y | -1.1% | +23.3% | -24.4% | -5.8% |
| All | +31.2% | +395.3% | -364.1% | -5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling