+20.6%
ORLY vs AHR
+356.1%
-335.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.5% |
| 7D | -2.4% | -2.1% | -0.3% | -2.1% |
| 30D | -6.8% | +1.9% | -8.7% | -7.0% |
| 3M | -4.8% | +15.7% | -20.4% | -6.0% |
| 6M | -9.1% | +2.5% | -11.6% | -9.3% |
| YTD | -5.9% | +15.0% | -20.9% | -7.3% |
| 1Y | -20.4% | +28.1% | -48.5% | -22.6% |
| All | +20.6% | +356.1% | -335.4% | +1.9% |
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