+241.0%
RVMD vs AHR
+26.3%
+214.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.6% | +0.2% | +2.6% |
| 7D | +5.8% | +9.5% | -3.6% | +5.3% |
| 30D | -3.8% | +11.7% | -15.5% | -4.3% |
| 3M | +3.2% | +4.0% | -0.8% | +3.1% |
| 6M | +35.0% | +13.5% | +21.5% | +34.5% |
| YTD | +150.7% | +21.6% | +129.1% | +150.7% |
| 1Y | +241.0% | +25.1% | +215.9% | +244.4% |
| All | +241.0% | +26.3% | +214.6% | +244.4% |
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