-64.0%
STLA vs AMP
+12.5%
-76.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.2% | -1.5% |
| 7D | -13.8% | +3.9% | -17.7% | -15.1% |
| 30D | -10.5% | +5.1% | -15.7% | -12.2% |
| 3M | -28.9% | -8.7% | -20.2% | -26.7% |
| 6M | -49.7% | +11.4% | -61.2% | -51.4% |
| YTD | -64.9% | +7.3% | -72.3% | -67.7% |
| 1Y | -64.0% | +14.6% | -78.6% | -69.7% |
| All | -64.0% | +12.5% | -76.5% | -69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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