-65.7%
QID vs AHR
+356.1%
-421.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -2.0% |
| 7D | +1.3% | -2.1% | +3.4% | +0.7% |
| 30D | +2.9% | +1.9% | +1.1% | +3.5% |
| 3M | -0.7% | +15.7% | -16.4% | +4.2% |
| 6M | -29.7% | +2.5% | -32.2% | -29.3% |
| YTD | -27.9% | +15.0% | -42.9% | -23.9% |
| 1Y | -34.6% | +28.1% | -62.7% | -27.3% |
| All | -65.7% | +356.1% | -421.8% | -38.4% |
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