-62.0%
ALNY vs AMIX
-92.3%
+30.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.0% | +3.8% | +0.8% |
| 7D | -30.7% | -25.1% | -5.6% | -30.6% |
| 30D | -26.7% | -54.5% | +27.8% | -26.6% |
| 3M | -26.4% | -91.7% | +65.3% | -25.9% |
| 6M | -45.9% | -79.4% | +33.5% | -44.3% |
| YTD | -59.5% | -86.1% | +26.6% | -57.8% |
| 1Y | -62.0% | -91.6% | +29.6% | -59.9% |
| All | -62.0% | -92.3% | +30.4% | -59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling