+579.1%
OUST vs AHR
+394.2%
+184.9%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -1.5% | -7.1% | -8.0% |
| 7D | -3.8% | -0.2% | -3.6% | -3.6% |
| 30D | +5.1% | +10.2% | -5.2% | +2.0% |
| 3M | -25.8% | +8.3% | -34.1% | -27.7% |
| 6M | -2.0% | +13.0% | -15.1% | -8.1% |
| YTD | +54.7% | +24.6% | +30.1% | +35.3% |
| 1Y | +48.8% | +22.2% | +26.6% | +31.4% |
| All | +579.1% | +394.2% | +184.9% | +207.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling