+447.5%
STX vs AMIX
-100.0%
+547.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -28.5% | -16.0% | -12.5% | -28.3% |
| 30D | -42.9% | -55.4% | +12.5% | -42.4% |
| 3M | -45.9% | -87.5% | +41.6% | -44.8% |
| 6M | -41.3% | -81.2% | +39.9% | -41.5% |
| YTD | +67.9% | -86.8% | +154.8% | +68.4% |
| 1Y | +66.5% | -91.6% | +158.1% | +68.2% |
| All | +447.5% | -100.0% | +547.5% | +493.4% |
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