+344.9%
AHR vs RVTY
+19.3%
+325.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.5% | +1.0% | -1.4% |
| 7D | -4.3% | -5.4% | +1.1% | -4.1% |
| 30D | -3.1% | +6.7% | -9.8% | -3.4% |
| 3M | +15.7% | +19.0% | -3.3% | +14.6% |
| 6M | +4.1% | +34.6% | -30.6% | +2.5% |
| YTD | +15.4% | +28.3% | -12.8% | +13.7% |
| 1Y | +28.0% | +46.0% | -18.1% | +23.8% |
| All | +344.9% | +19.3% | +325.6% | +329.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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