+33.0%
Q vs AHR
+22.7%
+10.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.9% | +3.4% | +2.5% |
| 7D | +4.9% | -2.1% | +7.0% | +4.9% |
| 30D | -11.0% | +1.9% | -12.9% | -11.0% |
| 3M | -15.2% | +15.7% | -30.8% | -18.6% |
| 6M | +8.8% | +2.5% | +6.3% | +9.9% |
| YTD | +55.1% | +15.0% | +40.1% | +50.7% |
| All | +33.0% | +22.7% | +10.2% | +30.2% |
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