-15.2%
RDW vs AHR
+23.7%
-38.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.8% | -0.6% | -19.2% | -20.2% |
| 7D | -32.4% | +5.9% | -38.3% | -30.0% |
| 30D | -41.7% | +11.0% | -52.7% | -37.7% |
| 3M | -42.3% | +1.5% | -43.7% | -41.6% |
| 6M | -28.8% | +13.9% | -42.7% | -20.2% |
| YTD | -18.6% | +20.9% | -39.4% | +4.2% |
| 1Y | -15.2% | +21.4% | -36.6% | +7.3% |
| All | -15.2% | +23.7% | -38.9% | +7.3% |
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 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