+547.5%
STX vs AMIX
-100.0%
+647.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -8.4% | +7.3% | -1.1% |
| 7D | +16.8% | -10.9% | +27.7% | +16.9% |
| 30D | -27.0% | -55.0% | +27.9% | -26.5% |
| 3M | -37.9% | -82.0% | +44.1% | -36.8% |
| 6M | -32.5% | -80.4% | +48.0% | -32.9% |
| YTD | +98.6% | -88.3% | +186.9% | +99.3% |
| 1Y | +93.6% | -92.4% | +186.0% | +95.6% |
| All | +547.5% | -100.0% | +647.4% | +602.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 10y: compounded portfolio wealth divided by compounded AMIX 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…
10y analysis · Full analysis span regression · 6 months rolling