-20.3%
STRL vs AMP
+14.6%
-34.9%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.9% | +4.9% |
| 7D | +7.1% | -1.1% | +8.2% | +7.2% |
| 30D | -39.4% | +4.4% | -43.7% | -39.8% |
| 3M | -43.0% | -7.3% | -35.7% | -41.3% |
| 6M | -65.0% | +12.9% | -77.9% | -67.3% |
| YTD | -0.8% | +7.5% | -8.2% | -10.7% |
| 1Y | -20.3% | +13.3% | -33.6% | -31.9% |
| All | -20.3% | +14.6% | -34.9% | -31.9% |
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