+105.1%
OSCR vs AHR
+26.3%
+78.8%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.6% | +6.0% | +7.8% |
| 7D | +15.5% | +9.5% | +6.0% | +12.6% |
| 30D | +8.5% | +11.7% | -3.1% | +5.1% |
| 3M | +15.8% | +4.0% | +11.8% | +14.5% |
| 6M | +89.5% | +13.5% | +76.0% | +83.1% |
| YTD | +144.9% | +21.6% | +123.3% | +123.2% |
| 1Y | +105.1% | +25.1% | +80.0% | +78.7% |
| All | +105.1% | +26.3% | +78.8% | +78.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling