+21.2%
OUST vs AHR
+26.3%
-5.1%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.7% | +2.6% | +13.1% | +16.9% |
| 7D | -0.2% | +9.5% | -9.7% | +4.2% |
| 30D | -24.0% | +11.7% | -35.7% | -19.8% |
| 3M | -29.9% | +4.0% | -33.9% | -27.9% |
| 6M | +19.1% | +13.5% | +5.6% | +26.5% |
| YTD | +55.0% | +21.6% | +33.4% | +65.8% |
| 1Y | +21.2% | +25.1% | -3.9% | +24.9% |
| All | +21.2% | +26.3% | -5.1% | +24.9% |
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 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