+68.5%
STRL vs AMP
+11.4%
+57.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.8% | +6.6% | +6.1% |
| 7D | +3.4% | +0.2% | +3.2% | +3.3% |
| 30D | -9.2% | -0.1% | -9.2% | -9.3% |
| 3M | -51.0% | +23.6% | -74.6% | -56.8% |
| 6M | +15.8% | +20.4% | -4.6% | +3.9% |
| YTD | +58.9% | +15.4% | +43.4% | +40.4% |
| 1Y | +68.5% | +11.0% | +57.6% | +54.7% |
| All | +68.5% | +11.4% | +57.1% | +54.7% |
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