+974.0%
STX vs AHR
+357.7%
+616.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.9% |
| 7D | +9.6% | -4.3% | +13.9% | +10.2% |
| 30D | +10.6% | -3.1% | +13.7% | +11.0% |
| 3M | +4.8% | +15.7% | -10.9% | +0.6% |
| 6M | +137.3% | +4.1% | +133.2% | +133.3% |
| YTD | +222.5% | +15.4% | +207.1% | +205.9% |
| 1Y | +366.2% | +28.0% | +338.3% | +327.2% |
| All | +974.0% | +357.7% | +616.3% | +667.7% |
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