+242.8%
MRVL vs AHR
+356.1%
-113.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.9% | +4.9% | +4.1% |
| 7D | +5.6% | -2.1% | +7.7% | +5.8% |
| 30D | +8.8% | +1.9% | +6.9% | +8.7% |
| 3M | -15.9% | +15.7% | -31.5% | -18.4% |
| 6M | +161.3% | +2.5% | +158.7% | +161.1% |
| YTD | +178.2% | +15.0% | +163.2% | +166.9% |
| 1Y | +255.3% | +28.1% | +227.2% | +227.2% |
| All | +242.8% | +356.1% | -113.3% | +138.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling