-1.1%
ON vs AHR
+356.1%
-357.2%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.9% | +9.4% | +8.6% |
| 7D | +2.4% | -2.1% | +4.4% | +2.7% |
| 30D | -8.6% | +1.9% | -10.5% | -9.0% |
| 3M | -34.3% | +15.7% | -50.0% | -36.9% |
| 6M | +28.5% | +2.5% | +26.0% | +27.1% |
| YTD | +40.6% | +15.0% | +25.6% | +35.4% |
| 1Y | +55.3% | +28.1% | +27.2% | +44.9% |
| All | -1.1% | +356.1% | -357.2% | -33.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling