+365.4%
STX vs AHR
+33.1%
+332.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.9% | +8.2% | +6.0% |
| 7D | +2.4% | -1.5% | +3.8% | +2.1% |
| 30D | +1.4% | -1.4% | +2.8% | +1.3% |
| 3M | -8.2% | +18.6% | -26.8% | -9.6% |
| 6M | +127.0% | +6.6% | +120.5% | +129.3% |
| YTD | +209.1% | +17.5% | +191.7% | +193.6% |
| 1Y | +365.4% | +30.9% | +334.6% | +315.4% |
| All | +365.4% | +33.1% | +332.4% | +315.4% |
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 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