-47.5%
UPST vs AHR
+23.3%
-70.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.5% | +3.6% | +2.1% |
| 7D | -10.6% | -0.2% | -10.4% | -10.6% |
| 30D | -14.0% | +10.2% | -24.2% | -13.8% |
| 3M | -36.8% | +8.3% | -45.2% | -36.7% |
| 6M | -27.5% | +13.0% | -40.6% | -26.2% |
| YTD | -55.3% | +24.6% | -79.9% | -53.6% |
| 1Y | -47.5% | +22.2% | -69.8% | -45.2% |
| All | -47.5% | +23.3% | -70.8% | -45.2% |
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