+221.0%
TER vs AHR
+27.5%
+193.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.1% | -3.5% |
| 7D | +9.4% | -3.0% | +12.4% | +9.4% |
| 30D | -2.4% | +2.6% | -5.0% | -2.6% |
| 3M | +6.5% | +16.0% | -9.5% | -0.6% |
| 6M | +23.2% | +3.1% | +20.1% | +22.3% |
| YTD | +91.5% | +16.0% | +75.4% | +79.7% |
| All | +221.0% | +27.5% | +193.5% | +192.7% |
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