-27.6%
QS vs AHR
+356.1%
-383.7%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +2.2% |
| 7D | -3.6% | -2.1% | -1.6% | -3.0% |
| 30D | -17.2% | +1.9% | -19.1% | -17.7% |
| 3M | -27.0% | +15.7% | -42.6% | -31.2% |
| 6M | -24.6% | +2.5% | -27.1% | -25.8% |
| YTD | -49.3% | +15.0% | -64.3% | -52.6% |
| 1Y | -40.3% | +28.1% | -68.4% | -46.6% |
| All | -27.6% | +356.1% | -383.7% | -65.2% |
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