-71.3%
QS vs AHR
+26.3%
-97.6%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.6% | +4.9% | +7.4% |
| 7D | +4.5% | +9.5% | -5.0% | +4.4% |
| 30D | -4.1% | +11.7% | -15.8% | -4.4% |
| 3M | -22.1% | +4.0% | -26.1% | -22.2% |
| 6M | -38.4% | +13.5% | -51.9% | -38.9% |
| YTD | -57.5% | +21.6% | -79.1% | -60.1% |
| 1Y | -71.3% | +25.1% | -96.4% | -74.8% |
| All | -71.3% | +26.3% | -97.6% | -74.8% |
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