+2,071.0%
STX vs AMT
+116.9%
+1,954.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.1% | +9.7% | +9.8% |
| 7D | -14.8% | +0.4% | -15.1% | -14.9% |
| 30D | -35.4% | +3.7% | -39.1% | -36.1% |
| 3M | -37.7% | +10.7% | -48.4% | -39.4% |
| 6M | -35.2% | +9.3% | -44.5% | -37.5% |
| YTD | +84.4% | +10.9% | +73.4% | +76.0% |
| 1Y | +82.3% | +10.5% | +71.7% | +74.1% |
| 3Y | +646.2% | +15.5% | +630.7% | +571.0% |
| 5Y | +487.4% | -20.6% | +508.0% | +501.1% |
| 10Y | +2,071.0% | +124.5% | +1,946.5% | +1,588.3% |
| All | +2,071.0% | +116.9% | +1,954.2% | +1,588.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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