+38.6%
RY vs AHR
+22.0%
+16.6%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.4% |
| 7D | -0.5% | +4.6% | -5.2% | -0.8% |
| 30D | +4.7% | +11.6% | -6.9% | +4.0% |
| 3M | -4.5% | +12.0% | -16.5% | -5.2% |
| 6M | +12.5% | +15.0% | -2.5% | +11.4% |
| YTD | +21.1% | +26.5% | -5.3% | +20.8% |
| 1Y | +38.6% | +25.0% | +13.6% | +38.2% |
| All | +38.6% | +22.0% | +16.6% | +38.2% |
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 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