+170.9%
SCCO vs AHR
+360.2%
-189.2%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.5% | -7.8% | -7.3% |
| 7D | -2.7% | -3.0% | +0.3% | -2.1% |
| 30D | -0.2% | +2.6% | -2.8% | -0.7% |
| 3M | +17.8% | +16.0% | +1.7% | +13.4% |
| 6M | +2.3% | +3.1% | -0.8% | +1.5% |
| YTD | +41.6% | +16.0% | +25.6% | +36.6% |
| 1Y | +101.9% | +28.0% | +73.9% | +89.6% |
| All | +170.9% | +360.2% | -189.2% | +101.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling