+351.8%
AHR vs RACE
+8.5%
+343.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | -0.1% |
| 7D | -3.4% | -1.0% | -2.4% | -3.3% |
| 30D | -3.8% | -1.5% | -2.2% | -3.7% |
| 3M | +20.1% | +15.5% | +4.6% | +18.0% |
| 6M | +7.1% | +17.3% | -10.2% | +4.7% |
| YTD | +17.2% | +11.1% | +6.1% | +15.2% |
| 1Y | +30.4% | -14.3% | +44.7% | +32.4% |
| All | +351.8% | +8.5% | +343.3% | +345.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 3y: compounded portfolio wealth divided by compounded RACE 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…
3y analysis · Full analysis span regression · 6 months rolling