-73.3%
STLA vs AHR
+356.1%
-429.4%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.9% | +3.2% | +2.4% |
| 7D | -2.9% | -2.1% | -0.8% | -2.6% |
| 30D | +0.9% | +1.9% | -0.9% | +0.6% |
| 3M | -21.6% | +15.7% | -37.3% | -23.4% |
| 6M | -21.6% | +2.5% | -24.1% | -22.0% |
| YTD | -50.4% | +15.0% | -65.4% | -51.6% |
| 1Y | -43.6% | +28.1% | -71.7% | -46.3% |
| All | -73.3% | +356.1% | -429.4% | -79.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling