+9.5%
TRMB vs AHR
+360.2%
-350.7%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.1% |
| 7D | -5.4% | -3.0% | -2.4% | -4.8% |
| 30D | -2.0% | +2.6% | -4.6% | -2.5% |
| 3M | +12.3% | +16.0% | -3.7% | +9.0% |
| 6M | -17.6% | +3.1% | -20.7% | -18.2% |
| YTD | -27.5% | +16.0% | -43.5% | -30.3% |
| 1Y | -29.1% | +28.0% | -57.1% | -34.0% |
| All | +9.5% | +360.2% | -350.7% | -29.6% |
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