+14.5%
NET vs AHR
+26.3%
-11.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.6% | -5.2% | -1.6% |
| 7D | -16.4% | +9.5% | -25.8% | -13.4% |
| 30D | -25.8% | +11.7% | -37.5% | -22.6% |
| 3M | -11.5% | +4.0% | -15.5% | -9.9% |
| 6M | +18.9% | +13.5% | +5.4% | +28.3% |
| YTD | +35.2% | +21.6% | +13.6% | +47.4% |
| 1Y | +14.5% | +25.1% | -10.6% | +21.3% |
| All | +14.5% | +26.3% | -11.9% | +21.3% |
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