+66.2%
BTDR vs AHR
+5.0%
+61.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.2% | -3.5% |
| 7D | +14.8% | -4.3% | +19.1% | +12.0% |
| 30D | +41.8% | -3.1% | +44.9% | +39.3% |
| 3M | -29.2% | +15.7% | -44.8% | -25.6% |
| 6M | +66.2% | +4.1% | +62.1% | +89.9% |
| All | +66.2% | +5.0% | +61.1% | +89.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling