-28.4%
QS vs AHR
+33.1%
-61.4%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.4% | +0.7% |
| 7D | -2.3% | -1.5% | -0.9% | -2.2% |
| 30D | -0.7% | -1.4% | +0.7% | -0.6% |
| 3M | -39.6% | +18.6% | -58.2% | -42.8% |
| 6M | -21.7% | +6.6% | -28.3% | -22.1% |
| YTD | -47.4% | +17.5% | -64.9% | -51.3% |
| 1Y | -28.4% | +30.9% | -59.2% | -38.4% |
| All | -28.4% | +33.1% | -61.4% | -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 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