+504.0%
STX vs AMP
+83.7%
+420.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | 0.0% | +10.0% | +10.0% |
| 7D | -1.0% | -1.1% | +0.1% | -0.1% |
| 30D | -26.8% | +4.4% | -31.1% | -28.4% |
| 3M | -32.7% | -7.3% | -25.4% | -30.5% |
| 6M | -33.7% | +12.9% | -46.6% | -39.2% |
| YTD | +101.0% | +7.5% | +93.5% | +88.2% |
| 1Y | +92.7% | +13.3% | +79.4% | +74.8% |
| 3Y | +708.7% | +60.8% | +647.9% | +475.8% |
| 5Y | +504.0% | +82.7% | +421.3% | +282.2% |
| All | +504.0% | +83.7% | +420.3% | +282.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling