+13.0%
ORCL vs AHR
+406.6%
-393.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.3% | +9.1% | +8.8% |
| 7D | +3.8% | +5.1% | -1.3% | +3.5% |
| 30D | -6.6% | +12.8% | -19.3% | -7.2% |
| 3M | -11.4% | +13.0% | -24.4% | -12.2% |
| 6M | -33.3% | +18.7% | -52.0% | -34.5% |
| YTD | -33.3% | +27.8% | -61.0% | -36.1% |
| 1Y | -44.9% | +22.9% | -67.8% | -46.6% |
| All | +13.0% | +406.6% | -393.6% | -13.4% |
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