+24.3%
P vs AHR
+22.0%
+2.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.0% | +4.4% | +3.1% |
| 7D | +17.8% | +4.6% | +13.2% | +19.1% |
| 30D | -29.9% | +11.6% | -41.5% | -27.7% |
| 3M | -1.2% | +12.0% | -13.2% | +2.3% |
| 6M | +32.1% | +15.0% | +17.1% | +37.5% |
| YTD | +64.3% | +26.5% | +37.8% | +69.3% |
| 1Y | +24.3% | +25.0% | -0.7% | +27.9% |
| All | +24.3% | +22.0% | +2.2% | +27.9% |
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