+22.1%
MRK vs AHR
+356.1%
-334.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.4% |
| 7D | -4.3% | -2.1% | -2.2% | -4.0% |
| 30D | +8.3% | +1.9% | +6.4% | +8.1% |
| 3M | +20.0% | +15.7% | +4.4% | +18.2% |
| 6M | +25.7% | +2.5% | +23.2% | +25.1% |
| YTD | +38.7% | +15.0% | +23.7% | +36.2% |
| 1Y | +74.7% | +28.1% | +46.6% | +69.1% |
| All | +22.1% | +356.1% | -334.0% | +2.2% |
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