-79.7%
AMIX vs STLA
-38.0%
-41.7%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.2% | -3.0% |
| 7D | -13.7% | +2.6% | -16.3% | -15.6% |
| 30D | -62.1% | -1.2% | -60.8% | -61.7% |
| 3M | -46.2% | -24.8% | -21.4% | -44.4% |
| 6M | -46.4% | -25.6% | -20.9% | -44.5% |
| YTD | -60.3% | -48.9% | -11.3% | -62.3% |
| 1Y | -79.7% | -38.8% | -40.9% | -80.1% |
| All | -79.7% | -38.0% | -41.7% | -80.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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