-25.9%
STRL vs AMP
+18.6%
-44.4%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.5% | +4.5% | -25.9% | -22.0% |
| 7D | -27.1% | +7.7% | -34.7% | -28.1% |
| 30D | -45.8% | +6.6% | -52.4% | -46.5% |
| 3M | -47.6% | -4.7% | -42.9% | -46.6% |
| 6M | -46.4% | +12.9% | -59.3% | -49.4% |
| YTD | -7.4% | +8.6% | -16.0% | -17.1% |
| 1Y | -25.9% | +18.2% | -44.1% | -40.1% |
| All | -25.9% | +18.6% | -44.4% | -40.1% |
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