+42.5%
ORCL vs AHR
+364.8%
-322.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.6% | +2.4% |
| 7D | +15.0% | -3.4% | +18.4% | +15.3% |
| 30D | +10.5% | -3.8% | +14.3% | +10.8% |
| 3M | -23.0% | +20.1% | -43.1% | -25.2% |
| 6M | +7.0% | +7.1% | -0.1% | +5.9% |
| YTD | -15.8% | +17.2% | -33.0% | -19.0% |
| 1Y | -31.1% | +30.4% | -61.5% | -35.5% |
| All | +42.5% | +364.8% | -322.3% | +9.7% |
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 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