+62.6%
BTDR vs AHR
+360.2%
-297.5%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.5% | -7.0% | -6.7% |
| 7D | -3.2% | -3.0% | -0.1% | -2.2% |
| 30D | +32.7% | +2.6% | +30.1% | +31.5% |
| 3M | -28.4% | +16.0% | -44.4% | -33.9% |
| 6M | +51.7% | +3.1% | +48.6% | +47.8% |
| YTD | +2.9% | +16.0% | -13.2% | -7.4% |
| 1Y | -15.5% | +28.0% | -43.4% | -28.5% |
| All | +62.6% | +360.2% | -297.5% | +16.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling