+21.2%
RKT vs AHR
+360.2%
-339.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -2.0% |
| 7D | -7.2% | -3.0% | -4.2% | -6.1% |
| 30D | -7.9% | +2.6% | -10.5% | -8.8% |
| 3M | +5.2% | +16.0% | -10.8% | -1.2% |
| 6M | -14.9% | +3.1% | -18.0% | -16.4% |
| YTD | -31.9% | +16.0% | -47.9% | -36.1% |
| 1Y | -36.9% | +28.0% | -64.9% | -43.5% |
| All | +21.2% | +360.2% | -339.0% | -47.5% |
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