+16.0%
P vs AHR
+28.2%
-12.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.6% | -2.9% |
| 7D | -4.1% | -3.0% | -1.1% | -4.7% |
| 30D | -14.0% | +2.6% | -16.6% | -13.3% |
| 3M | +41.4% | +16.0% | +25.4% | +41.7% |
| 6M | +54.2% | +3.1% | +51.1% | +55.0% |
| YTD | +40.4% | +16.0% | +24.4% | +41.9% |
| 1Y | +16.0% | +28.0% | -12.0% | +17.1% |
| All | +16.0% | +28.2% | -12.2% | +17.1% |
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 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