-99.9%
AMIX vs STT
+139.0%
-238.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -16.0% | -2.5% | -13.5% | -15.0% |
| 30D | -55.4% | -5.0% | -50.5% | -54.3% |
| 3M | -87.5% | -10.5% | -77.0% | -86.9% |
| 6M | -81.2% | +10.0% | -91.2% | -82.0% |
| YTD | -86.8% | +30.7% | -117.5% | -88.3% |
| 1Y | -91.6% | +43.8% | -135.3% | -92.8% |
| All | -99.9% | +139.0% | -238.9% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 3y: compounded portfolio wealth divided by compounded STT 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…
3y analysis · Full analysis span regression · 6 months rolling