-25.9%
STRL vs AMIX
-92.3%
+66.5%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.5% | -3.0% | -18.4% | -21.5% |
| 7D | -27.1% | -25.1% | -1.9% | -27.6% |
| 30D | -45.8% | -54.5% | +8.7% | -46.8% |
| 3M | -47.6% | -91.7% | +44.1% | -50.5% |
| 6M | -46.4% | -79.4% | +33.0% | -39.3% |
| YTD | -7.4% | -86.1% | +78.7% | +5.9% |
| 1Y | -25.9% | -91.6% | +65.7% | -14.0% |
| All | -25.9% | -92.3% | +66.5% | -14.0% |
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