-40.3%
QS vs AHR
+26.4%
-66.7%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +2.0% |
| 7D | -3.6% | -2.1% | -1.6% | -3.4% |
| 30D | -17.2% | +1.9% | -19.1% | -17.4% |
| 3M | -27.0% | +15.7% | -42.6% | -30.5% |
| 6M | -24.6% | +2.5% | -27.1% | -24.0% |
| YTD | -49.3% | +15.0% | -64.3% | -53.4% |
| 1Y | -40.3% | +28.1% | -68.4% | -51.5% |
| All | -40.3% | +26.4% | -66.7% | -51.5% |
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