-73.3%
STLA vs AHR
+364.8%
-438.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.8% | -3.0% |
| 7D | +0.7% | -3.4% | +4.2% | +1.2% |
| 30D | -2.4% | -3.8% | +1.4% | -2.0% |
| 3M | -23.9% | +20.1% | -43.9% | -26.0% |
| 6M | -24.6% | +7.1% | -31.7% | -25.4% |
| YTD | -50.5% | +17.2% | -67.7% | -51.8% |
| 1Y | -39.8% | +30.4% | -70.2% | -42.9% |
| All | -73.3% | +364.8% | -438.1% | -79.8% |
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 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