+511.5%
STRL vs AHR
+365.8%
+145.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.9% | +7.6% | +6.3% |
| 7D | +3.4% | -1.5% | +4.9% | +3.8% |
| 30D | -9.2% | -1.4% | -7.8% | -9.0% |
| 3M | -51.0% | +18.6% | -69.6% | -54.8% |
| 6M | +15.8% | +6.6% | +9.2% | +11.7% |
| YTD | +58.9% | +17.5% | +41.4% | +46.2% |
| 1Y | +68.5% | +30.9% | +37.7% | +46.4% |
| All | +511.5% | +365.8% | +145.7% | +193.8% |
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