-17.0%
NOW vs AHR
+360.2%
-377.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -9.9% | -3.0% | -6.9% | -9.7% |
| 30D | +2.8% | +2.6% | +0.2% | +2.5% |
| 3M | +23.7% | +16.0% | +7.7% | +22.6% |
| 6M | +12.5% | +3.1% | +9.4% | +13.3% |
| YTD | -14.4% | +16.0% | -30.4% | -16.6% |
| 1Y | -29.0% | +28.0% | -57.0% | -33.5% |
| All | -17.0% | +360.2% | -377.2% | -44.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling