+3.1%
BTDR vs AHR
+33.1%
-30.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.9% | +5.8% | +3.5% |
| 7D | +20.0% | -1.5% | +21.4% | +19.6% |
| 30D | +11.9% | -1.4% | +13.3% | +11.6% |
| 3M | -36.9% | +18.6% | -55.5% | -37.3% |
| 6M | +56.5% | +6.6% | +49.9% | +60.8% |
| YTD | +10.4% | +17.5% | -7.0% | +7.5% |
| 1Y | +3.1% | +30.9% | -27.8% | -14.5% |
| All | +3.1% | +33.1% | -30.0% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 1y: compounded portfolio wealth divided by compounded AHR 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…
1y analysis · Full analysis span regression · 6 months rolling