+352.8%
AHR vs RBA
+29.2%
+323.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -1.9% |
| 7D | -1.5% | -2.9% | +1.5% | -1.0% |
| 30D | -1.4% | -12.3% | +10.9% | +0.7% |
| 3M | +18.6% | -20.5% | +39.1% | +22.3% |
| 6M | +6.6% | -18.5% | +25.1% | +9.3% |
| YTD | +17.5% | -18.2% | +35.7% | +19.6% |
| 1Y | +30.9% | -27.5% | +58.4% | +36.9% |
| All | +352.8% | +29.2% | +323.6% | +324.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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