+3,476.8%
STX vs AMP
+584.2%
+2,892.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.3% | -3.0% | -2.8% |
| 7D | +8.0% | -2.0% | +10.0% | +9.0% |
| 30D | +5.1% | -1.7% | +6.8% | +5.8% |
| 3M | +5.8% | +23.2% | -17.5% | -5.5% |
| 6M | +124.9% | +22.2% | +102.8% | +101.1% |
| YTD | +213.9% | +14.0% | +199.9% | +189.2% |
| 1Y | +350.4% | +14.0% | +336.4% | +312.9% |
| 3Y | +1,314.2% | +67.0% | +1,247.2% | +963.1% |
| 5Y | +1,092.8% | +123.2% | +969.6% | +669.6% |
| All | +3,476.8% | +584.2% | +2,892.6% | +1,282.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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