-14.3%
TEAM vs AHR
+360.2%
-374.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +1.0% |
| 7D | -7.8% | -3.0% | -4.7% | -7.5% |
| 30D | +16.5% | +2.6% | +13.9% | +16.1% |
| 3M | +96.2% | +16.0% | +80.1% | +95.5% |
| 6M | +130.2% | +3.1% | +127.1% | +131.7% |
| YTD | +10.7% | +16.0% | -5.3% | +8.6% |
| 1Y | +3.0% | +28.0% | -25.0% | -2.0% |
| All | -14.3% | +360.2% | -374.4% | -39.4% |
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 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