+46.7%
REGN vs AHR
+33.1%
+13.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.6% |
| 7D | +4.2% | -1.5% | +5.7% | +4.5% |
| 30D | +7.8% | -1.4% | +9.2% | +8.0% |
| 3M | +31.8% | +18.6% | +13.2% | +28.6% |
| 6M | +5.4% | +6.6% | -1.2% | +3.5% |
| YTD | +7.7% | +17.5% | -9.8% | +7.0% |
| 1Y | +46.7% | +30.9% | +15.8% | +43.5% |
| All | +46.7% | +33.1% | +13.6% | +43.5% |
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