+39.2%
ORCL vs AHR
+365.8%
-326.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.9% | +4.9% | +3.2% |
| 7D | +5.3% | -1.5% | +6.7% | +5.3% |
| 30D | +10.0% | -1.4% | +11.4% | +10.0% |
| 3M | -32.6% | +18.6% | -51.2% | -34.4% |
| 6M | +4.9% | +6.6% | -1.6% | +4.0% |
| YTD | -17.8% | +17.5% | -35.2% | -20.9% |
| 1Y | -28.0% | +30.9% | -58.8% | -32.6% |
| All | +39.2% | +365.8% | -326.6% | +7.1% |
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