+12.5%
STZ vs AHR
+22.3%
-9.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | -0.9% | +5.1% | -6.0% | -1.9% |
| 30D | +14.9% | +12.8% | +2.2% | +12.3% |
| 3M | +8.4% | +13.0% | -4.5% | +5.9% |
| 6M | +2.8% | +18.7% | -15.9% | -0.2% |
| YTD | +7.5% | +27.8% | -20.2% | +6.5% |
| 1Y | +12.5% | +22.9% | -10.4% | +10.9% |
| All | +12.5% | +22.3% | -9.8% | +10.9% |
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