-91.7%
AMIX vs STLA
-61.0%
-30.7%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | -3.5% | -16.5% | -16.9% |
| 7D | -8.1% | -11.6% | +3.5% | +2.6% |
| 30D | -52.3% | -6.2% | -46.1% | -50.1% |
| 3M | -83.8% | -24.6% | -59.2% | -79.3% |
| 6M | -79.0% | -44.9% | -34.1% | -71.9% |
| YTD | -87.2% | -62.3% | -24.9% | -86.4% |
| 1Y | -91.7% | -61.8% | -29.9% | -90.6% |
| All | -91.7% | -61.0% | -30.7% | -90.6% |
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