+11,729.9%
STX vs AMP
+2,123.7%
+9,606.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.8% | +7.1% | +6.7% |
| 7D | +2.4% | +0.2% | +2.1% | +2.2% |
| 30D | +1.4% | -0.1% | +1.5% | +1.3% |
| 3M | -8.2% | +23.6% | -31.8% | -17.5% |
| 6M | +127.0% | +20.4% | +106.7% | +105.8% |
| YTD | +209.1% | +15.4% | +193.7% | +184.7% |
| 1Y | +365.4% | +11.0% | +354.5% | +334.1% |
| 3Y | +1,135.4% | +70.5% | +1,064.9% | +841.1% |
| 5Y | +991.5% | +121.4% | +870.1% | +631.5% |
| 10Y | +3,695.8% | +575.6% | +3,120.2% | +1,317.4% |
| All | +11,729.9% | +2,123.7% | +9,606.1% | +2,380.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling