+124.6%
RY vs AHR
+401.6%
-276.9%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.3% |
| 7D | -0.5% | +4.6% | -5.2% | -1.2% |
| 30D | +4.7% | +11.6% | -6.9% | +3.1% |
| 3M | -4.5% | +12.0% | -16.5% | -6.1% |
| 6M | +12.5% | +15.0% | -2.5% | +10.0% |
| YTD | +21.1% | +26.5% | -5.3% | +16.5% |
| 1Y | +38.6% | +25.0% | +13.6% | +33.5% |
| All | +124.6% | +401.6% | -276.9% | +73.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling