+219.8%
NET vs AHR
+382.2%
-162.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.6% | -5.2% | -3.0% |
| 7D | -16.4% | +9.5% | -25.8% | -17.5% |
| 30D | -25.8% | +11.7% | -37.5% | -27.3% |
| 3M | -11.5% | +4.0% | -15.5% | -12.3% |
| 6M | +18.9% | +13.5% | +5.4% | +15.0% |
| YTD | +35.2% | +21.6% | +13.6% | +26.4% |
| 1Y | +14.5% | +25.1% | -10.6% | +5.5% |
| All | +219.8% | +382.2% | -162.3% | +92.1% |
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