+541.0%
STX vs AHR
+394.2%
+146.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -3.0% |
| 7D | +14.6% | -0.2% | +14.8% | +14.6% |
| 30D | -26.0% | +10.2% | -36.2% | -26.6% |
| 3M | -42.6% | +8.3% | -50.9% | -43.0% |
| 6M | -35.3% | +13.0% | -48.3% | -36.7% |
| YTD | +92.5% | +24.6% | +67.8% | +81.5% |
| 1Y | +102.4% | +22.2% | +80.2% | +91.8% |
| All | +541.0% | +394.2% | +146.8% | +355.4% |
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 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