+527.5%
STX vs AMIX
-100.0%
+627.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.2% | -3.1% |
| 7D | +14.6% | -9.9% | +24.5% | +14.7% |
| 30D | -26.0% | -52.8% | +26.8% | -25.4% |
| 3M | -42.6% | -80.0% | +37.4% | -41.7% |
| 6M | -35.3% | -80.2% | +45.0% | -35.7% |
| YTD | +92.5% | -88.1% | +180.6% | +93.1% |
| 1Y | +102.4% | -91.1% | +193.5% | +103.7% |
| All | +527.5% | -100.0% | +627.4% | +580.3% |
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