+39.2%
S vs AHR
+26.3%
+12.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | +2.1% |
| 7D | -8.2% | +9.5% | -17.7% | -6.6% |
| 30D | -7.6% | +11.7% | -19.3% | -5.6% |
| 3M | +12.0% | +4.0% | +8.0% | +12.7% |
| 6M | +50.6% | +13.5% | +37.0% | +55.1% |
| YTD | +56.6% | +21.6% | +35.0% | +66.4% |
| 1Y | +39.2% | +25.1% | +14.1% | +47.0% |
| All | +39.2% | +26.3% | +12.9% | +47.0% |
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