-16.2%
ALNY vs AMIX
-99.9%
+83.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +8.8% | -12.0% | -3.2% |
| 7D | -5.2% | +11.4% | -16.6% | -5.2% |
| 30D | -34.8% | -40.5% | +5.7% | -34.8% |
| 3M | -30.1% | -80.1% | +50.0% | -30.1% |
| 6M | -48.6% | -74.8% | +26.2% | -48.7% |
| YTD | -61.9% | -84.0% | +22.1% | -61.9% |
| 1Y | -65.7% | -89.7% | +24.0% | -65.8% |
| All | -16.2% | -99.9% | +83.7% | -22.5% |
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