-91.6%
AMIX vs LII
-26.0%
-65.6%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.6% | -6.6% | -2.5% |
| 7D | -25.1% | +7.9% | -33.0% | -24.2% |
| 30D | -54.5% | -0.6% | -53.9% | -54.4% |
| 3M | -91.7% | -19.3% | -72.4% | -91.9% |
| 6M | -79.4% | -29.8% | -49.6% | -82.7% |
| YTD | -86.1% | -25.4% | -60.7% | -87.4% |
| 1Y | -91.6% | -26.2% | -65.4% | -92.3% |
| All | -91.6% | -26.0% | -65.6% | -92.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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