+27.6%
XRT vs AHR
+365.8%
-338.2%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +1.3% |
| 7D | +0.8% | -1.5% | +2.3% | +1.0% |
| 30D | -4.2% | -1.4% | -2.8% | -4.0% |
| 3M | +5.1% | +18.6% | -13.5% | +2.0% |
| 6M | +2.4% | +6.6% | -4.2% | +1.1% |
| YTD | +3.2% | +17.5% | -14.3% | -0.1% |
| 1Y | +1.5% | +30.9% | -29.3% | -4.3% |
| All | +27.6% | +365.8% | -338.2% | -10.2% |
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 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