+7.4%
BAH vs RVTY
-7.4%
+14.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +2.8% | -7.3% | -4.9% |
| 7D | -3.5% | -1.2% | -2.3% | -3.5% |
| 30D | +24.3% | +1.0% | +23.2% | +23.8% |
| 3M | +16.3% | +35.8% | -19.5% | +10.1% |
| 6M | +13.6% | +56.7% | -43.1% | +4.3% |
| YTD | +3.5% | +60.7% | -57.2% | -5.6% |
| 1Y | +2.7% | +73.7% | -71.0% | -7.5% |
| 3Y | -26.6% | +82.8% | -109.3% | -34.1% |
| All | +7.4% | -7.4% | +14.8% | +0.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling