+170.0%
SCCO vs AHR
+356.1%
-186.1%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.2% |
| 7D | -2.7% | -2.1% | -0.6% | -2.3% |
| 30D | -0.7% | +1.9% | -2.6% | -1.1% |
| 3M | +8.1% | +15.7% | -7.6% | +4.2% |
| 6M | +4.1% | +2.5% | +1.6% | +3.4% |
| YTD | +41.1% | +15.0% | +26.1% | +36.4% |
| 1Y | +95.6% | +28.1% | +67.4% | +83.5% |
| All | +170.0% | +356.1% | -186.1% | +101.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling