+392.4%
AHR vs RACE
+11.1%
+381.3%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +5.1% | -3.9% | +8.9% | +5.6% |
| 30D | +12.8% | +6.8% | +6.0% | +11.9% |
| 3M | +13.0% | +1.3% | +11.6% | +12.7% |
| 6M | +18.7% | +26.3% | -7.6% | +15.2% |
| YTD | +27.8% | +13.8% | +14.0% | +25.2% |
| 1Y | +22.9% | -0.5% | +23.4% | +22.6% |
| All | +392.4% | +11.1% | +381.3% | +383.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling