+43.4%
XLK vs AHR
+33.1%
+10.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +0.5% |
| 7D | +0.9% | -1.5% | +2.3% | +0.7% |
| 30D | +0.7% | -1.4% | +2.1% | +0.6% |
| 3M | -2.9% | +18.6% | -21.5% | -2.3% |
| 6M | +34.3% | +6.6% | +27.7% | +36.0% |
| YTD | +30.4% | +17.5% | +12.9% | +31.5% |
| 1Y | +43.4% | +30.9% | +12.5% | +44.2% |
| All | +43.4% | +33.1% | +10.3% | +44.2% |
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