-23.7%
OUST vs AHR
+3.9%
-27.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +3.3% | +10.7% | +15.0% |
| 7D | +17.0% | +8.2% | +8.8% | +22.1% |
| 30D | -16.5% | +17.3% | -33.8% | -7.3% |
| 3M | -23.7% | +6.4% | -30.0% | -20.7% |
| All | -23.7% | +3.9% | -27.6% | -20.7% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling