-15.1%
NOW vs AHR
+364.8%
-379.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.2% | -4.8% | -5.0% |
| 7D | -6.1% | -3.4% | -2.6% | -5.9% |
| 30D | +7.5% | -3.8% | +11.2% | +7.7% |
| 3M | +17.5% | +20.1% | -2.5% | +16.3% |
| 6M | +7.9% | +7.1% | +0.9% | +7.9% |
| YTD | -12.4% | +17.2% | -29.6% | -14.8% |
| 1Y | -28.6% | +30.4% | -59.0% | -33.4% |
| All | -15.1% | +364.8% | -379.9% | -43.6% |
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