-99.8%
AMIX vs STT
+180.4%
-280.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.0% |
| 7D | -13.7% | +0.5% | -14.2% | -13.9% |
| 30D | -62.1% | +3.9% | -65.9% | -62.7% |
| 3M | -46.2% | +20.0% | -66.1% | -50.5% |
| 6M | -46.4% | +55.3% | -101.7% | -55.9% |
| YTD | -60.3% | +53.3% | -113.6% | -67.0% |
| 1Y | -79.7% | +74.7% | -154.4% | -84.1% |
| All | -99.8% | +180.4% | -280.2% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling