+439.5%
BTSG vs AHR
+357.7%
+81.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.4% |
| 7D | +2.9% | -4.3% | +7.2% | +4.5% |
| 30D | +0.9% | -3.1% | +3.9% | +2.0% |
| 3M | +1.6% | +15.7% | -14.0% | -3.8% |
| 6M | +46.8% | +4.1% | +42.7% | +44.1% |
| YTD | +65.5% | +15.4% | +50.1% | +55.5% |
| 1Y | +136.2% | +28.0% | +108.3% | +111.3% |
| All | +439.5% | +357.7% | +81.8% | +199.8% |
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