-49.7%
NRG vs AHR
+26.3%
-76.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | +2.6% | -16.1% | -13.7% |
| 7D | -13.7% | +9.5% | -23.2% | -14.7% |
| 30D | -13.6% | +11.7% | -25.3% | -15.0% |
| 3M | -28.5% | +4.0% | -32.5% | -28.8% |
| 6M | -45.8% | +13.5% | -59.3% | -48.2% |
| YTD | -46.9% | +21.6% | -68.5% | -50.3% |
| 1Y | -49.7% | +25.1% | -74.8% | -54.2% |
| All | -49.7% | +26.3% | -76.0% | -54.2% |
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