-24.4%
STRL vs AMIX
-90.1%
+65.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +11.8% | +3.1% | +15.2% |
| 7D | -13.3% | +1.2% | -14.5% | -13.4% |
| 30D | -43.3% | -45.3% | +2.0% | -44.2% |
| 3M | -46.9% | -83.1% | +36.2% | -49.0% |
| 6M | -65.6% | -76.9% | +11.3% | -61.0% |
| YTD | -5.1% | -85.3% | +80.2% | +9.3% |
| All | -24.4% | -90.1% | +65.7% | -11.6% |
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