+11.4%
TECH vs AHR
+394.2%
-382.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.5% | +0.2% |
| 7D | +0.1% | -0.2% | +0.4% | +0.2% |
| 30D | +0.5% | +10.2% | -9.7% | -0.4% |
| 3M | +1.1% | +8.3% | -7.2% | +0.3% |
| 6M | +62.8% | +13.0% | +49.8% | +60.6% |
| YTD | +24.5% | +24.6% | -0.2% | +20.5% |
| 1Y | +20.6% | +22.2% | -1.6% | +17.2% |
| All | +11.4% | +394.2% | -382.8% | -27.0% |
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