+52.0%
STT vs AHR
+26.3%
+25.7%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | +2.2% |
| 7D | -0.1% | +9.5% | -9.5% | 0.0% |
| 30D | -1.7% | +11.7% | -13.4% | -1.6% |
| 3M | -6.4% | +4.0% | -10.4% | -6.4% |
| 6M | +17.7% | +13.5% | +4.2% | +17.3% |
| YTD | +36.9% | +21.6% | +15.3% | +36.8% |
| 1Y | +52.0% | +25.1% | +26.9% | +50.6% |
| All | +52.0% | +26.3% | +25.7% | +50.6% |
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