+84.8%
MRK vs AHR
+33.1%
+51.8%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.5% | -1.0% |
| 7D | +1.3% | -1.5% | +2.8% | +1.6% |
| 30D | +17.1% | -1.4% | +18.5% | +17.4% |
| 3M | +25.9% | +18.6% | +7.3% | +23.8% |
| 6M | +26.8% | +6.6% | +20.2% | +25.4% |
| YTD | +44.9% | +17.5% | +27.4% | +41.7% |
| 1Y | +84.8% | +30.9% | +54.0% | +78.9% |
| All | +84.8% | +33.1% | +51.8% | +78.9% |
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