-18.3%
MKC vs AHR
+26.3%
-44.6%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.6% | +2.8% | +4.7% |
| 7D | +9.6% | +9.5% | +0.1% | +7.1% |
| 30D | +12.0% | +11.7% | +0.3% | +9.1% |
| 3M | -2.0% | +4.0% | -6.0% | -3.3% |
| 6M | +7.2% | +13.5% | -6.3% | +4.2% |
| YTD | -23.7% | +21.6% | -45.3% | -25.1% |
| 1Y | -18.3% | +25.1% | -43.4% | -20.3% |
| All | -18.3% | +26.3% | -44.6% | -20.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling