+11.1%
TRMB vs AHR
+356.1%
-345.0%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +1.6% |
| 7D | -3.0% | -2.1% | -1.0% | -2.6% |
| 30D | +2.3% | +1.9% | +0.4% | +1.9% |
| 3M | +15.3% | +15.7% | -0.3% | +11.9% |
| 6M | -14.7% | +2.5% | -17.2% | -15.2% |
| YTD | -26.4% | +15.0% | -41.4% | -29.1% |
| 1Y | -30.4% | +28.1% | -58.5% | -35.3% |
| All | +11.1% | +356.1% | -345.0% | -28.4% |
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