+20.7%
XLK vs AHR
+26.3%
-5.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | +0.4% |
| 7D | -7.6% | +9.5% | -17.0% | -6.2% |
| 30D | -12.2% | +11.7% | -23.8% | -10.6% |
| 3M | -5.5% | +4.0% | -9.4% | -4.6% |
| 6M | +9.2% | +13.5% | -4.4% | +11.6% |
| YTD | +23.0% | +21.6% | +1.4% | +25.3% |
| 1Y | +20.7% | +25.1% | -4.4% | +22.8% |
| All | +20.7% | +26.3% | -5.6% | +22.8% |
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