-38.7%
NOW vs AHR
+26.3%
-65.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.9% | +1.0% |
| 7D | -27.5% | +9.5% | -37.0% | -23.6% |
| 30D | -20.0% | +11.7% | -31.7% | -14.7% |
| 3M | -7.9% | +4.0% | -11.9% | -5.2% |
| 6M | +18.3% | +13.5% | +4.8% | +31.6% |
| YTD | -29.0% | +21.6% | -50.6% | -14.8% |
| 1Y | -38.7% | +25.1% | -63.8% | -25.4% |
| All | -38.7% | +26.3% | -65.0% | -25.4% |
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