+7.0%
PCOR vs AHR
+394.2%
-387.3%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.8% |
| 7D | +3.0% | -0.2% | +3.3% | +3.1% |
| 30D | +38.7% | +10.2% | +28.5% | +36.3% |
| 3M | +24.9% | +8.3% | +16.5% | +23.0% |
| 6M | +68.8% | +13.0% | +55.7% | +64.7% |
| YTD | +6.7% | +24.6% | -17.9% | +0.7% |
| 1Y | +3.0% | +22.2% | -19.2% | -2.3% |
| All | +7.0% | +394.2% | -387.3% | -40.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling