+522.4%
STRL vs AHR
+357.7%
+164.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -1.0% |
| 7D | +8.2% | -4.3% | +12.5% | +9.6% |
| 30D | -6.3% | -3.1% | -3.2% | -5.6% |
| 3M | -41.2% | +15.7% | -56.9% | -45.1% |
| 6M | +20.4% | +4.1% | +16.3% | +17.0% |
| YTD | +61.7% | +15.4% | +46.3% | +49.6% |
| 1Y | +72.7% | +28.0% | +44.8% | +51.2% |
| All | +522.4% | +357.7% | +164.7% | +200.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling