+77.6%
NI vs AHR
+360.2%
-282.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.7% |
| 7D | -0.6% | -3.0% | +2.5% | +0.1% |
| 30D | -1.4% | +2.6% | -4.0% | -2.0% |
| 3M | -10.6% | +16.0% | -26.6% | -14.0% |
| 6M | -9.9% | +3.1% | -13.0% | -11.1% |
| YTD | +1.2% | +16.0% | -14.9% | -3.0% |
| 1Y | +4.4% | +28.0% | -23.5% | -2.5% |
| All | +77.6% | +360.2% | -282.5% | +28.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling