-65.1%
QID vs AHR
+360.2%
-425.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.5% | +1.8% | +2.5% |
| 7D | +2.7% | -3.0% | +5.8% | +1.9% |
| 30D | +3.3% | +2.6% | +0.7% | +4.1% |
| 3M | -5.5% | +16.0% | -21.5% | -0.8% |
| 6M | -28.4% | +3.1% | -31.5% | -27.9% |
| YTD | -26.6% | +16.0% | -42.6% | -22.3% |
| 1Y | -34.1% | +28.0% | -62.1% | -27.0% |
| All | -65.1% | +360.2% | -425.3% | -37.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling