-15.8%
TEAM vs AHR
+364.8%
-380.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.2% | -6.7% | -6.9% |
| 7D | -5.7% | -3.4% | -2.2% | -5.3% |
| 30D | +18.3% | -3.8% | +22.1% | +18.7% |
| 3M | +80.2% | +20.1% | +60.2% | +79.3% |
| 6M | +111.0% | +7.1% | +103.9% | +111.1% |
| YTD | +8.8% | +17.2% | -8.4% | +6.6% |
| 1Y | +2.2% | +30.4% | -28.2% | -3.1% |
| All | -15.8% | +364.8% | -380.5% | -40.5% |
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 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