+380.4%
AHR vs RACE
+9.8%
+370.5%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -1.6% |
| 7D | -0.2% | -1.2% | +1.0% | -0.1% |
| 30D | +10.2% | +6.1% | +4.1% | +9.5% |
| 3M | +8.3% | -0.3% | +8.6% | +8.3% |
| 6M | +13.0% | +23.4% | -10.4% | +10.0% |
| YTD | +24.6% | +12.5% | +12.1% | +22.3% |
| 1Y | +22.2% | -0.5% | +22.7% | +21.9% |
| All | +380.4% | +9.8% | +370.5% | +372.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling