-30.4%
TRMB vs AHR
+26.4%
-56.8%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +1.5% |
| 7D | -3.0% | -2.1% | -1.0% | -3.0% |
| 30D | +2.3% | +1.9% | +0.4% | +2.2% |
| 3M | +15.3% | +15.7% | -0.3% | +16.8% |
| 6M | -14.7% | +2.5% | -17.2% | -14.3% |
| YTD | -26.4% | +15.0% | -41.4% | -25.4% |
| 1Y | -30.4% | +28.1% | -58.5% | -31.2% |
| All | -30.4% | +26.4% | -56.8% | -31.2% |
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 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