+21.3%
RMD vs AHR
+364.8%
-343.4%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.2% |
| 7D | -4.5% | -3.4% | -1.0% | -3.9% |
| 30D | +4.6% | -3.8% | +8.4% | +5.2% |
| 3M | +14.8% | +20.1% | -5.3% | +10.3% |
| 6M | -12.1% | +7.1% | -19.2% | -13.7% |
| YTD | -7.5% | +17.2% | -24.7% | -10.8% |
| 1Y | -20.1% | +30.4% | -50.5% | -24.9% |
| All | +21.3% | +364.8% | -343.4% | -10.2% |
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