-79.7%
AMIX vs LII
-28.2%
-51.5%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.2% | -3.1% | -1.9% |
| 7D | -13.7% | -0.7% | -13.0% | -13.8% |
| 30D | -62.1% | -12.6% | -49.5% | -62.2% |
| 3M | -46.2% | -24.4% | -21.7% | -52.5% |
| 6M | -46.4% | -28.7% | -17.7% | -52.5% |
| YTD | -60.3% | -19.1% | -41.1% | -64.9% |
| 1Y | -79.7% | -29.7% | -50.0% | -80.2% |
| All | -79.7% | -28.2% | -51.5% | -80.2% |
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