+130.2%
RY vs AHR
+364.8%
-234.5%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.5% | -0.7% |
| 7D | +2.7% | -3.4% | +6.1% | +3.2% |
| 30D | -1.0% | -3.8% | +2.8% | -0.5% |
| 3M | +7.6% | +20.1% | -12.4% | +4.6% |
| 6M | +29.5% | +7.1% | +22.4% | +27.8% |
| YTD | +24.2% | +17.2% | +7.0% | +20.8% |
| 1Y | +46.4% | +30.4% | +16.0% | +39.3% |
| All | +130.2% | +364.8% | -234.5% | +80.1% |
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