+495.8%
STX vs AMIX
-99.9%
+595.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +8.8% | -9.7% | -1.0% |
| 7D | -17.3% | +11.4% | -28.7% | -17.4% |
| 30D | -35.9% | -40.5% | +4.6% | -35.6% |
| 3M | -37.3% | -80.1% | +42.8% | -36.4% |
| 6M | -35.8% | -74.8% | +39.0% | -36.3% |
| YTD | +82.7% | -84.0% | +166.7% | +82.8% |
| 1Y | +71.6% | -89.7% | +161.3% | +72.9% |
| All | +495.8% | -99.9% | +595.7% | +544.1% |
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