+234.6%
NET vs AHR
+365.8%
-131.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.1% | -1.6% |
| 7D | -7.0% | -1.5% | -5.5% | -6.8% |
| 30D | -4.8% | -1.4% | -3.4% | -4.7% |
| 3M | +3.8% | +18.6% | -14.8% | -0.2% |
| 6M | +50.0% | +6.6% | +43.5% | +47.2% |
| YTD | +41.5% | +17.5% | +24.0% | +33.0% |
| 1Y | +32.8% | +30.9% | +2.0% | +18.6% |
| All | +234.6% | +365.8% | -131.2% | +102.3% |
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 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