+454.1%
STX vs AMIX
-100.0%
+554.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.3% | -5.6% | -10.7% | -16.2% |
| 7D | -33.4% | -25.5% | -7.9% | -33.2% |
| 30D | -42.1% | -56.2% | +14.1% | -41.6% |
| 3M | -44.3% | -87.4% | +43.2% | -43.1% |
| 6M | -39.4% | -80.9% | +41.5% | -39.6% |
| YTD | +70.0% | -86.8% | +156.8% | +70.5% |
| 1Y | +70.2% | -91.3% | +161.5% | +71.7% |
| All | +454.1% | -100.0% | +554.1% | +500.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling