+26.7%
Q vs AHR
+25.4%
+1.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.9% | +3.6% | +1.7% |
| 7D | +0.2% | -1.5% | +1.7% | +0.3% |
| 30D | -11.1% | -1.4% | -9.7% | -11.1% |
| 3M | -22.1% | +18.6% | -40.7% | -25.5% |
| 6M | +0.5% | +6.6% | -6.1% | +0.7% |
| YTD | +47.8% | +17.5% | +30.3% | +43.6% |
| All | +26.7% | +25.4% | +1.4% | +24.0% |
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 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