+9.7%
SYY vs AHR
+357.7%
-348.0%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.7% | +2.3% |
| 7D | -0.2% | -4.3% | +4.1% | +0.3% |
| 30D | -2.7% | -3.1% | +0.3% | -2.4% |
| 3M | +5.9% | +15.7% | -9.8% | +4.3% |
| 6M | -2.3% | +4.1% | -6.4% | -3.0% |
| YTD | +13.1% | +15.4% | -2.3% | +11.1% |
| 1Y | +3.8% | +28.0% | -24.2% | +0.5% |
| All | +9.7% | +357.7% | -348.0% | -4.4% |
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