-91.6%
AMIX vs ALLE
+13.1%
-104.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.8% |
| 7D | -16.0% | -0.6% | -15.5% | -15.8% |
| 30D | -55.4% | +25.3% | -80.8% | -65.1% |
| 3M | -87.5% | +10.3% | -97.8% | -88.6% |
| 6M | -81.2% | +38.0% | -119.2% | -83.2% |
| YTD | -86.8% | +17.8% | -104.6% | -87.5% |
| 1Y | -91.6% | +13.6% | -105.2% | -92.3% |
| All | -91.6% | +13.1% | -104.7% | -92.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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