+8,652.1%
STX vs AMT
+8,038.1%
+614.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.5% | -0.2% |
| 7D | -28.5% | +0.5% | -29.0% | -28.7% |
| 30D | -42.9% | +13.6% | -56.5% | -46.0% |
| 3M | -45.9% | +11.5% | -57.4% | -48.7% |
| 6M | -41.3% | +6.9% | -48.2% | -44.4% |
| YTD | +67.9% | +10.8% | +57.1% | +55.7% |
| 1Y | +66.5% | +10.3% | +56.2% | +54.6% |
| 3Y | +588.0% | +12.4% | +575.6% | +505.8% |
| 5Y | +449.1% | -20.1% | +469.1% | +447.8% |
| 10Y | +1,982.8% | +116.8% | +1,866.0% | +1,170.2% |
| All | +8,652.1% | +8,038.1% | +614.0% | +1,737.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling