+14.7%
SLB vs AHR
+401.6%
-386.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | -0.1% |
| 7D | +2.6% | +4.6% | -2.1% | +2.4% |
| 30D | +4.4% | +11.6% | -7.2% | +4.0% |
| 3M | -2.7% | +12.0% | -14.8% | -3.2% |
| 6M | -7.5% | +15.0% | -22.6% | -8.1% |
| YTD | +34.8% | +26.5% | +8.3% | +32.7% |
| 1Y | +44.6% | +25.0% | +19.6% | +42.3% |
| All | +14.7% | +401.6% | -386.9% | +1.5% |
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