+83.7%
PR vs AHR
+395.3%
-311.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.3% | -1.4% | +1.5% |
| 7D | -16.4% | +8.2% | -24.6% | -17.3% |
| 30D | -1.9% | +17.3% | -19.2% | -4.0% |
| 3M | +8.0% | +6.4% | +1.6% | +6.9% |
| 6M | +4.1% | +16.9% | -12.8% | +1.5% |
| YTD | +58.7% | +24.9% | +33.8% | +52.0% |
| 1Y | +75.8% | +23.3% | +52.5% | +68.8% |
| All | +83.7% | +395.3% | -311.6% | +39.9% |
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