-81.1%
STLA vs AHR
+394.2%
-475.3%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.4% | -0.9% |
| 7D | -13.8% | -0.2% | -13.5% | -13.7% |
| 30D | -10.5% | +10.2% | -20.8% | -11.6% |
| 3M | -28.9% | +8.3% | -37.2% | -29.6% |
| 6M | -49.7% | +13.0% | -62.8% | -50.5% |
| YTD | -64.9% | +24.6% | -89.6% | -66.1% |
| 1Y | -64.0% | +22.2% | -86.3% | -65.2% |
| All | -81.1% | +394.2% | -475.3% | -85.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling