+47.6%
ON vs AHR
+26.3%
+21.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.5% | -1.6% |
| 7D | -5.8% | +9.5% | -15.3% | -4.9% |
| 30D | -17.1% | +11.7% | -28.8% | -16.3% |
| 3M | -11.8% | +4.0% | -15.8% | -11.1% |
| 6M | -30.2% | +13.5% | -43.7% | -29.9% |
| YTD | +31.6% | +21.6% | +10.0% | +31.8% |
| 1Y | +47.6% | +25.1% | +22.5% | +50.9% |
| All | +47.6% | +26.3% | +21.2% | +50.9% |
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