+79.6%
TRV vs AHR
+360.2%
-280.6%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.4% |
| 7D | -1.5% | -3.0% | +1.6% | -0.8% |
| 30D | -1.8% | +2.6% | -4.4% | -2.4% |
| 3M | +21.6% | +16.0% | +5.6% | +18.0% |
| 6M | +22.5% | +3.1% | +19.4% | +21.3% |
| YTD | +28.1% | +16.0% | +12.1% | +23.8% |
| 1Y | +37.0% | +28.0% | +9.1% | +29.1% |
| All | +79.6% | +360.2% | -280.6% | +47.4% |
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 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