+1,376.8%
STX vs AMCR
+8.5%
+1,368.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.7% | +0.7% | -1.8% |
| 7D | +9.6% | -6.3% | +15.8% | +10.1% |
| 30D | +10.6% | -7.1% | +17.7% | +11.2% |
| 3M | +4.8% | +12.7% | -7.9% | +1.5% |
| 6M | +137.3% | +5.2% | +132.1% | +132.0% |
| YTD | +222.5% | +8.1% | +214.4% | +211.8% |
| 1Y | +366.2% | +11.7% | +354.5% | +345.2% |
| All | +1,376.8% | +8.5% | +1,368.3% | +1,317.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 3y: compounded portfolio wealth divided by compounded AMCR 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…
3y analysis · Full analysis span regression · 6 months rolling