+20.7%
XYZ vs AHR
+26.3%
-5.6%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +2.6% | +12.7% | +15.4% |
| 7D | +16.5% | +9.5% | +7.1% | +17.3% |
| 30D | +15.0% | +11.7% | +3.3% | +16.1% |
| 3M | +3.5% | +4.0% | -0.5% | +3.6% |
| 6M | +21.9% | +13.5% | +8.3% | +25.1% |
| YTD | +34.6% | +21.6% | +13.0% | +41.1% |
| 1Y | +20.7% | +25.1% | -4.4% | +26.3% |
| All | +20.7% | +26.3% | -5.6% | +26.3% |
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 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