-16.4%
MKC vs AHR
+356.1%
-372.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.6% |
| 7D | -1.5% | -2.1% | +0.6% | -1.1% |
| 30D | -3.1% | +1.9% | -5.0% | -3.5% |
| 3M | +5.2% | +15.7% | -10.5% | +2.9% |
| 6M | -12.8% | +2.5% | -15.3% | -13.3% |
| YTD | -23.3% | +15.0% | -38.3% | -24.9% |
| 1Y | -24.1% | +28.1% | -52.2% | -27.1% |
| All | -16.4% | +356.1% | -372.5% | -22.7% |
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 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