-16.5%
RGEN vs AHR
+364.8%
-381.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -0.9% | -3.4% | +2.6% | -0.3% |
| 30D | +2.8% | -3.8% | +6.6% | +3.4% |
| 3M | +34.5% | +20.1% | +14.4% | +30.2% |
| 6M | +40.5% | +7.1% | +33.4% | +38.5% |
| YTD | +2.8% | +17.2% | -14.4% | -0.4% |
| 1Y | +39.6% | +30.4% | +9.2% | +31.5% |
| All | -16.5% | +364.8% | -381.2% | -45.7% |
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