+92.5%
WMT vs AHR
+360.2%
-267.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.2% |
| 7D | -2.5% | -3.0% | +0.6% | -1.9% |
| 30D | -6.4% | +2.6% | -9.0% | -6.9% |
| 3M | -12.1% | +16.0% | -28.1% | -14.8% |
| 6M | -15.0% | +3.1% | -18.0% | -15.7% |
| YTD | -4.5% | +16.0% | -20.5% | -7.6% |
| 1Y | +6.2% | +28.0% | -21.8% | +0.6% |
| All | +92.5% | +360.2% | -267.6% | +71.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling