+68.7%
OSCR vs AHR
+26.4%
+42.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.7% |
| 7D | +1.6% | -2.1% | +3.7% | +2.0% |
| 30D | +10.7% | +1.9% | +8.8% | +10.3% |
| 3M | +13.4% | +15.7% | -2.3% | +11.8% |
| 6M | +144.6% | +2.5% | +142.0% | +144.4% |
| YTD | +128.0% | +15.0% | +113.0% | +125.8% |
| 1Y | +68.7% | +28.1% | +40.6% | +87.8% |
| All | +68.7% | +26.4% | +42.3% | +87.8% |
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