+37.6%
TECH vs AHR
+33.1%
+4.6%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.8% | -0.5% |
| 7D | +0.1% | -1.5% | +1.6% | -0.2% |
| 30D | +0.7% | -1.4% | +2.1% | +0.4% |
| 3M | +36.3% | +18.6% | +17.8% | +44.8% |
| 6M | +25.6% | +6.6% | +19.0% | +29.3% |
| YTD | +23.7% | +17.5% | +6.2% | +33.2% |
| 1Y | +37.6% | +30.9% | +6.8% | +51.7% |
| All | +37.6% | +33.1% | +4.6% | +51.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling