-4.9%
SHOP vs AHR
+26.3%
-31.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.6% | +4.7% | +7.1% |
| 7D | -9.0% | +9.5% | -18.5% | -9.9% |
| 30D | -4.4% | +11.7% | -16.1% | -5.6% |
| 3M | +24.1% | +4.0% | +20.1% | +23.4% |
| 6M | +20.0% | +13.5% | +6.4% | +20.3% |
| YTD | -4.9% | +21.6% | -26.5% | -4.9% |
| 1Y | -4.9% | +25.1% | -30.0% | -6.0% |
| All | -4.9% | +26.3% | -31.2% | -6.0% |
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