-25.2%
PLTD vs AHR
+28.2%
-53.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.5% | +1.7% | +2.2% |
| 7D | +9.9% | -3.0% | +12.9% | +10.3% |
| 30D | +3.8% | +2.6% | +1.2% | +3.6% |
| 3M | -32.3% | +16.0% | -48.3% | -34.1% |
| 6M | -25.9% | +3.1% | -28.9% | -27.9% |
| YTD | -16.4% | +16.0% | -32.5% | -17.5% |
| 1Y | -25.2% | +28.0% | -53.1% | -25.7% |
| All | -25.2% | +28.2% | -53.3% | -25.7% |
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