+17.3%
TGT vs AHR
+356.1%
-338.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.2% |
| 7D | -5.2% | -2.1% | -3.2% | -4.9% |
| 30D | +1.2% | +1.9% | -0.7% | +0.8% |
| 3M | +18.4% | +15.7% | +2.7% | +15.2% |
| 6M | +33.4% | +2.5% | +30.9% | +32.4% |
| YTD | +63.8% | +15.0% | +48.8% | +58.9% |
| 1Y | +77.2% | +28.1% | +49.1% | +66.8% |
| All | +17.3% | +356.1% | -338.8% | -19.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling