+1,376.8%
STX vs AMP
+64.9%
+1,311.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -1.7% |
| 7D | +9.6% | 0.0% | +9.6% | +9.5% |
| 30D | +10.6% | -1.0% | +11.6% | +10.9% |
| 3M | +4.8% | +23.2% | -18.5% | -5.5% |
| 6M | +137.3% | +20.4% | +116.8% | +115.3% |
| YTD | +222.5% | +13.6% | +208.8% | +200.5% |
| 1Y | +366.2% | +13.4% | +352.9% | +332.7% |
| All | +1,376.8% | +64.9% | +1,311.9% | +1,037.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling