+28.3%
WOLF vs AHR
+32.9%
-4.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.9% | +7.5% | +4.9% |
| 7D | +9.7% | -1.5% | +11.1% | +9.2% |
| 30D | +12.5% | -1.4% | +14.0% | +11.9% |
| 3M | -57.7% | +18.6% | -76.3% | -56.0% |
| 6M | +37.7% | +6.6% | +31.1% | +44.4% |
| YTD | +62.8% | +17.5% | +45.4% | +77.0% |
| All | +28.3% | +32.9% | -4.6% | +46.4% |
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 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