-8.8%
ON vs AHR
+360.2%
-369.0%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.7% | -1.2% |
| 7D | -4.7% | -3.0% | -1.7% | -4.3% |
| 30D | -13.5% | +2.6% | -16.1% | -13.9% |
| 3M | -36.3% | +16.0% | -52.3% | -38.8% |
| 6M | +17.8% | +3.1% | +14.7% | +16.4% |
| YTD | +29.6% | +16.0% | +13.5% | +24.6% |
| 1Y | +45.8% | +28.0% | +17.8% | +36.2% |
| All | -8.8% | +360.2% | -369.0% | -39.0% |
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