+660.4%
OUST vs AHR
+364.8%
+295.7%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.2% | +3.1% | +3.0% |
| 7D | +12.7% | -3.4% | +16.1% | +14.0% |
| 30D | -13.6% | -3.8% | -9.8% | -12.7% |
| 3M | -8.3% | +20.1% | -28.3% | -17.4% |
| 6M | +85.0% | +7.1% | +77.9% | +75.5% |
| YTD | +73.2% | +17.2% | +56.0% | +54.2% |
| 1Y | +32.5% | +30.4% | +2.1% | +8.6% |
| All | +660.4% | +364.8% | +295.7% | +251.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling