+98.8%
STM vs AHR
+28.2%
+70.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -1.5% |
| 7D | -1.1% | -3.0% | +2.0% | -1.3% |
| 30D | -7.8% | +2.6% | -10.4% | -7.7% |
| 3M | -28.2% | +16.0% | -44.2% | -28.9% |
| 6M | +52.0% | +3.1% | +48.9% | +52.4% |
| YTD | +96.4% | +16.0% | +80.3% | +100.0% |
| 1Y | +98.8% | +28.0% | +70.9% | +105.0% |
| All | +98.8% | +28.2% | +70.7% | +105.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling