+531.2%
STRL vs AHR
+364.8%
+166.5%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.2% | +3.4% | +3.3% |
| 7D | +10.1% | -3.4% | +13.5% | +11.2% |
| 30D | -8.2% | -3.8% | -4.4% | -7.3% |
| 3M | -43.7% | +20.1% | -63.7% | -48.1% |
| 6M | +27.1% | +7.1% | +20.0% | +22.3% |
| YTD | +64.0% | +17.2% | +46.8% | +51.1% |
| 1Y | +75.2% | +30.4% | +44.8% | +52.4% |
| All | +531.2% | +364.8% | +166.5% | +203.4% |
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 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