+673.8%
STX vs AMCR
+14.2%
+659.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | +14.6% | -2.4% | +17.0% | +14.7% |
| 30D | -26.0% | +3.6% | -29.6% | -26.0% |
| 3M | -42.6% | -4.2% | -38.4% | -42.4% |
| 6M | -35.3% | +15.5% | -50.8% | -37.5% |
| YTD | +92.5% | +9.7% | +82.7% | +86.1% |
| 1Y | +102.4% | +8.3% | +94.1% | +96.2% |
| 3Y | +673.8% | +15.4% | +658.5% | +630.2% |
| All | +673.8% | +14.2% | +659.6% | +630.2% |
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