-99.9%
AMIX vs ALLE
+55.3%
-155.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.9% | -2.7% | -3.9% |
| 7D | -25.5% | 0.0% | -25.5% | -25.6% |
| 30D | -56.2% | +20.6% | -76.8% | -61.4% |
| 3M | -87.4% | +11.4% | -98.8% | -88.3% |
| 6M | -80.9% | +42.5% | -123.5% | -83.2% |
| YTD | -86.8% | +18.9% | -105.7% | -88.0% |
| 1Y | -91.3% | +14.2% | -105.5% | -92.0% |
| All | -99.9% | +55.3% | -155.2% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling