-91.6%
AMIX vs STLA
-56.7%
-34.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.2% |
| 7D | -16.0% | -4.5% | -11.5% | -13.0% |
| 30D | -55.4% | -3.9% | -51.5% | -54.2% |
| 3M | -87.5% | -20.2% | -67.3% | -84.9% |
| 6M | -81.2% | -42.2% | -39.0% | -76.8% |
| YTD | -86.8% | -59.3% | -27.5% | -86.8% |
| 1Y | -91.6% | -56.1% | -35.5% | -89.9% |
| All | -91.6% | -56.7% | -34.9% | -89.9% |
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