+10.2%
TECH vs AHR
+360.2%
-350.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.8% | -0.3% |
| 7D | -0.5% | -3.0% | +2.5% | -0.2% |
| 30D | 0.0% | +2.6% | -2.6% | -0.3% |
| 3M | +37.4% | +16.0% | +21.4% | +35.4% |
| 6M | +36.9% | +3.1% | +33.8% | +36.7% |
| YTD | +23.1% | +16.0% | +7.0% | +20.1% |
| 1Y | +42.2% | +28.0% | +14.3% | +34.5% |
| All | +10.2% | +360.2% | -350.0% | -27.3% |
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