+4.3%
MSCI vs AHR
+33.1%
-28.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | -0.5% |
| 7D | +0.4% | -1.5% | +1.9% | +0.3% |
| 30D | +0.6% | -1.4% | +2.0% | +0.4% |
| 3M | -7.1% | +18.6% | -25.7% | -5.0% |
| 6M | +0.8% | +6.6% | -5.7% | +1.7% |
| YTD | +1.0% | +17.5% | -16.5% | +2.9% |
| 1Y | +4.3% | +30.9% | -26.5% | +9.5% |
| All | +4.3% | +33.1% | -28.7% | +9.5% |
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