+297.3%
TER vs AHR
+357.7%
-60.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.5% | +4.6% | +3.3% |
| 7D | +12.4% | -4.3% | +16.7% | +13.1% |
| 30D | +5.1% | -3.1% | +8.2% | +5.5% |
| 3M | +4.0% | +15.7% | -11.7% | -1.1% |
| 6M | +29.5% | +4.1% | +25.5% | +27.0% |
| YTD | +98.5% | +15.4% | +83.0% | +89.5% |
| 1Y | +234.1% | +28.0% | +206.1% | +211.0% |
| All | +297.3% | +357.7% | -60.4% | +173.7% |
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 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