+118.3%
SPOT vs AHR
+356.1%
-237.8%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.0% |
| 7D | -3.1% | -2.1% | -1.0% | -2.6% |
| 30D | +7.4% | +1.9% | +5.5% | +7.0% |
| 3M | +8.2% | +15.7% | -7.5% | +4.9% |
| 6M | +2.2% | +2.5% | -0.3% | +1.6% |
| YTD | -9.5% | +15.0% | -24.5% | -12.9% |
| 1Y | -23.8% | +28.1% | -51.9% | -29.4% |
| All | +118.3% | +356.1% | -237.8% | +51.6% |
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 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