+1,967.8%
STX vs AMT
+125.6%
+1,842.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.0% |
| 7D | -17.3% | +1.6% | -18.9% | -17.6% |
| 30D | -35.9% | +4.5% | -40.4% | -36.7% |
| 3M | -37.3% | +13.8% | -51.1% | -39.5% |
| 6M | -35.8% | +10.0% | -45.9% | -38.2% |
| YTD | +82.7% | +11.8% | +71.0% | +74.0% |
| 1Y | +71.6% | +10.2% | +61.4% | +64.1% |
| 3Y | +635.3% | +15.1% | +620.1% | +562.2% |
| 5Y | +483.8% | -18.8% | +502.6% | +493.1% |
| 10Y | +1,967.8% | +133.7% | +1,834.1% | +1,427.1% |
| All | +1,967.8% | +125.6% | +1,842.2% | +1,427.1% |
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