+74.7%
MRK vs AHR
+26.4%
+48.3%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.4% |
| 7D | -4.3% | -2.1% | -2.2% | -3.9% |
| 30D | +8.3% | +1.9% | +6.4% | +8.2% |
| 3M | +20.0% | +15.7% | +4.4% | +18.5% |
| 6M | +25.7% | +2.5% | +23.2% | +24.9% |
| YTD | +38.7% | +15.0% | +23.7% | +36.1% |
| 1Y | +74.7% | +28.1% | +46.6% | +69.4% |
| All | +74.7% | +26.4% | +48.3% | +69.4% |
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