-28.4%
QS vs AHR
+357.7%
-386.1%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -1.5% | -5.1% | -6.2% |
| 7D | -4.2% | -4.3% | +0.1% | -3.0% |
| 30D | -15.7% | -3.1% | -12.6% | -15.0% |
| 3M | -28.7% | +15.7% | -44.4% | -32.8% |
| 6M | -23.2% | +4.1% | -27.3% | -24.9% |
| YTD | -49.9% | +15.4% | -65.3% | -53.2% |
| 1Y | -38.8% | +28.0% | -66.8% | -45.2% |
| All | -28.4% | +357.7% | -386.1% | -65.6% |
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