+13.6%
QCOM vs AHR
+28.2%
-14.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.3% | +0.4% |
| 7D | +4.9% | -3.0% | +8.0% | +4.1% |
| 30D | +9.3% | +2.6% | +6.7% | +10.1% |
| 3M | -7.0% | +16.0% | -23.0% | -3.0% |
| 6M | +32.0% | +3.1% | +28.9% | +35.8% |
| YTD | +5.0% | +16.0% | -11.0% | +10.6% |
| 1Y | +13.6% | +28.0% | -14.4% | +17.5% |
| All | +13.6% | +28.2% | -14.6% | +17.5% |
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