+1,309.0%
RCAT vs AHR
+357.7%
+951.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.5% | -5.0% | -6.1% |
| 7D | -2.3% | -4.3% | +2.1% | -1.2% |
| 30D | -18.7% | -3.1% | -15.6% | -18.2% |
| 3M | -29.3% | +15.7% | -44.9% | -33.1% |
| 6M | -42.3% | +4.1% | -46.4% | -43.4% |
| YTD | +2.5% | +15.4% | -12.9% | -4.4% |
| 1Y | -5.7% | +28.0% | -33.6% | -17.1% |
| All | +1,309.0% | +357.7% | +951.3% | +1,062.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling