+68.7%
BTDR vs AHR
+356.1%
-287.4%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.9% | +4.6% | +4.0% |
| 7D | -3.4% | -2.1% | -1.3% | -2.7% |
| 30D | +32.6% | +1.9% | +30.7% | +31.6% |
| 3M | -32.2% | +15.7% | -47.9% | -37.4% |
| 6M | +52.4% | +2.5% | +49.8% | +48.5% |
| YTD | +6.7% | +15.0% | -8.3% | -3.7% |
| 1Y | -15.2% | +28.1% | -43.3% | -28.5% |
| All | +68.7% | +356.1% | -287.4% | +21.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling