+578.6%
RVMD vs AHR
+356.1%
+222.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.3% |
| 7D | -3.0% | -2.1% | -0.9% | -2.7% |
| 30D | -0.7% | +1.9% | -2.6% | -1.0% |
| 3M | +36.5% | +15.7% | +20.9% | +33.0% |
| 6M | +104.6% | +2.5% | +102.1% | +103.8% |
| YTD | +155.8% | +15.0% | +140.8% | +148.1% |
| 1Y | +340.7% | +28.1% | +312.6% | +316.1% |
| All | +578.6% | +356.1% | +222.5% | +483.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling