+42.6%
ALNY vs AMIX
-99.9%
+142.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | -3.5% | +1.6% | -5.1% | -3.5% |
| 30D | +18.9% | -50.8% | +69.7% | +18.9% |
| 3M | -13.3% | -46.3% | +32.9% | -13.5% |
| 6M | -20.3% | -49.9% | +29.6% | -20.4% |
| YTD | -35.1% | -60.4% | +25.3% | -35.3% |
| 1Y | -46.5% | -81.7% | +35.2% | -46.8% |
| All | +42.6% | -99.9% | +142.4% | +31.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling