-89.7%
AMIX vs ALK
-5.3%
-84.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.4% | +9.2% | +9.1% |
| 7D | +11.4% | +12.9% | -1.5% | +0.3% |
| 30D | -40.5% | +5.5% | -46.1% | -43.9% |
| 3M | -80.1% | -12.1% | -68.0% | -77.6% |
| 6M | -74.8% | +1.7% | -76.5% | -70.3% |
| YTD | -84.0% | -17.4% | -66.6% | -81.7% |
| 1Y | -89.7% | -1.9% | -87.8% | -82.0% |
| All | -89.7% | -5.3% | -84.4% | -82.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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