-15.2%
BTDR vs AHR
+26.4%
-41.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.9% | +4.6% | +3.5% |
| 7D | -3.4% | -2.1% | -1.3% | -3.8% |
| 30D | +32.6% | +1.9% | +30.7% | +33.2% |
| 3M | -32.2% | +15.7% | -47.9% | -32.9% |
| 6M | +52.4% | +2.5% | +49.8% | +57.0% |
| YTD | +6.7% | +15.0% | -8.3% | +3.1% |
| 1Y | -15.2% | +28.1% | -43.3% | -29.7% |
| All | -15.2% | +26.4% | -41.6% | -29.7% |
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