-44.1%
RUN vs AHR
+356.1%
-400.2%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.5% |
| 7D | -3.7% | -2.1% | -1.6% | -3.0% |
| 30D | -13.0% | +1.9% | -14.9% | -13.6% |
| 3M | -31.8% | +15.7% | -47.5% | -35.9% |
| 6M | -32.2% | +2.5% | -34.7% | -33.3% |
| YTD | -53.5% | +15.0% | -68.5% | -56.4% |
| 1Y | -46.5% | +28.1% | -74.6% | -53.0% |
| All | -44.1% | +356.1% | -400.2% | -76.4% |
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 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