+26.6%
PCAR vs AHR
+27.5%
-0.9%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.4% |
| 7D | -0.2% | -4.3% | +4.1% | +0.2% |
| 30D | -6.9% | -3.1% | -3.8% | -6.6% |
| 3M | +2.1% | +15.7% | -13.6% | +0.1% |
| 6M | +1.6% | +4.1% | -2.5% | +0.7% |
| YTD | +12.2% | +15.4% | -3.2% | +10.8% |
| All | +26.6% | +27.5% | -0.9% | +23.1% |
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