+28.0%
QCOM vs AHR
+357.7%
-329.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.4% |
| 7D | +4.4% | -4.3% | +8.7% | +4.6% |
| 30D | +9.4% | -3.1% | +12.4% | +9.5% |
| 3M | -13.7% | +15.7% | -29.3% | -15.0% |
| 6M | +28.9% | +4.1% | +24.8% | +28.6% |
| YTD | +4.7% | +15.4% | -10.7% | +2.4% |
| 1Y | +13.5% | +28.0% | -14.5% | +8.0% |
| All | +28.0% | +357.7% | -329.7% | -1.2% |
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 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