+68.5%
STRL vs AMIX
-81.0%
+149.5%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.9% | +7.7% | +5.7% |
| 7D | +3.4% | -13.7% | +17.1% | +3.0% |
| 30D | -9.2% | -62.1% | +52.8% | -11.1% |
| 3M | -51.0% | -46.2% | -4.9% | -42.6% |
| 6M | +15.8% | -46.4% | +62.2% | +34.6% |
| YTD | +58.9% | -60.3% | +119.1% | +86.8% |
| 1Y | +68.5% | -79.7% | +148.2% | +124.7% |
| All | +68.5% | -81.0% | +149.5% | +124.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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