+47.1%
ALNY vs AMIX
-99.9%
+146.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.5% | +0.6% |
| 7D | +12.2% | -13.7% | +26.0% | +12.2% |
| 30D | +16.3% | -62.1% | +78.4% | +16.4% |
| 3M | -12.4% | -46.2% | +33.8% | -12.5% |
| 6M | -18.7% | -46.4% | +27.7% | -18.8% |
| YTD | -33.1% | -60.3% | +27.2% | -33.3% |
| 1Y | -41.3% | -79.7% | +38.3% | -41.6% |
| All | +47.1% | -99.9% | +146.9% | +36.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling