+3.8%
PCOR vs AHR
+395.3%
-391.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.3% | -3.7% | -1.0% |
| 7D | +22.7% | +8.2% | +14.5% | +21.0% |
| 30D | +37.5% | +17.3% | +20.2% | +33.7% |
| 3M | +35.2% | +6.4% | +28.8% | +33.5% |
| 6M | +42.2% | +16.9% | +25.3% | +37.9% |
| YTD | +3.6% | +24.9% | -21.4% | -2.3% |
| 1Y | -4.8% | +23.3% | -28.1% | -9.9% |
| All | +3.8% | +395.3% | -391.5% | -41.8% |
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