+6.9%
NXT vs AHR
+26.3%
-19.4%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +2.6% | +8.5% | +11.0% |
| 7D | +30.0% | +9.5% | +20.5% | +30.0% |
| 30D | +28.6% | +11.7% | +16.9% | +28.2% |
| 3M | +8.4% | +4.0% | +4.4% | +8.4% |
| 6M | -8.7% | +13.5% | -22.3% | -9.5% |
| YTD | +22.5% | +21.6% | +0.9% | +15.6% |
| 1Y | +6.9% | +25.1% | -18.2% | -3.7% |
| All | +6.9% | +26.3% | -19.4% | -3.7% |
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