+1,406.9%
RCAT vs AHR
+364.8%
+1,042.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.2% | +4.1% | +3.9% |
| 7D | +5.4% | -3.4% | +8.8% | +6.3% |
| 30D | -5.6% | -3.8% | -1.8% | -4.9% |
| 3M | -30.2% | +20.1% | -50.3% | -34.8% |
| 6M | -43.4% | +7.1% | -50.5% | -45.0% |
| YTD | +9.6% | +17.2% | -7.6% | +1.8% |
| 1Y | -2.0% | +30.4% | -32.4% | -14.3% |
| All | +1,406.9% | +364.8% | +1,042.2% | +1,138.3% |
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