+251.6%
TRGP vs AHR
+356.1%
-104.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.4% |
| 7D | +0.1% | -2.1% | +2.2% | +0.5% |
| 30D | +8.0% | +1.9% | +6.1% | +7.6% |
| 3M | +8.3% | +15.7% | -7.4% | +4.3% |
| 6M | +23.9% | +2.5% | +21.4% | +22.6% |
| YTD | +59.6% | +15.0% | +44.6% | +52.4% |
| 1Y | +79.4% | +28.1% | +51.3% | +65.4% |
| All | +251.6% | +356.1% | -104.5% | +166.0% |
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