+20.5%
RMD vs AHR
+360.2%
-339.7%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.3% |
| 7D | -4.2% | -3.0% | -1.1% | -3.7% |
| 30D | -2.1% | +2.6% | -4.7% | -2.6% |
| 3M | +13.8% | +16.0% | -2.3% | +10.0% |
| 6M | -10.6% | +3.1% | -13.7% | -11.7% |
| YTD | -8.1% | +16.0% | -24.1% | -11.3% |
| 1Y | -18.0% | +28.0% | -45.9% | -22.6% |
| All | +20.5% | +360.2% | -339.7% | -10.6% |
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