+117.9%
BTSG vs AHR
+26.3%
+91.6%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -0.7% |
| 7D | +17.4% | +9.5% | +7.9% | +15.1% |
| 30D | +12.6% | +11.7% | +0.9% | +9.8% |
| 3M | +11.2% | +4.0% | +7.2% | +10.4% |
| 6M | +30.4% | +13.5% | +16.8% | +27.2% |
| YTD | +86.4% | +21.6% | +64.8% | +77.2% |
| 1Y | +117.9% | +25.1% | +92.8% | +108.2% |
| All | +117.9% | +26.3% | +91.6% | +108.2% |
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