-4.5%
OPEN vs AHR
+364.8%
-369.3%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.5% |
| 7D | +1.0% | -3.4% | +4.4% | +1.7% |
| 30D | -11.9% | -3.8% | -8.1% | -11.3% |
| 3M | -28.8% | +20.1% | -48.8% | -32.0% |
| 6M | -38.6% | +7.1% | -45.7% | -39.8% |
| YTD | -47.3% | +17.2% | -64.5% | -50.0% |
| 1Y | -49.2% | +30.4% | -79.6% | -54.1% |
| All | -4.5% | +364.8% | -369.3% | -69.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling