-58.0%
Z vs AHR
+21.3%
-79.3%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.8% | +2.0% | +3.8% |
| 7D | -5.2% | +9.6% | -14.8% | -5.1% |
| 30D | +5.7% | +16.1% | -10.3% | +6.3% |
| 3M | -8.7% | +4.4% | -13.2% | -9.6% |
| 6M | -26.0% | +15.1% | -41.1% | -25.3% |
| YTD | -55.0% | +27.2% | -82.2% | -53.2% |
| All | -58.0% | +21.3% | -79.3% | -56.7% |
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