+66.2%
NDAQ vs AHR
+356.1%
-289.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.4% |
| 7D | -5.6% | -2.1% | -3.5% | -5.2% |
| 30D | -4.4% | +1.9% | -6.2% | -4.7% |
| 3M | +5.9% | +15.7% | -9.8% | +2.6% |
| 6M | +7.7% | +2.5% | +5.2% | +6.8% |
| YTD | -5.2% | +15.0% | -20.2% | -8.8% |
| 1Y | -3.4% | +28.1% | -31.5% | -10.2% |
| All | +66.2% | +356.1% | -289.9% | +18.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling