-91.6%
AMIX vs LNT
+13.9%
-105.5%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.3% | -5.3% | +1.2% |
| 7D | -25.1% | +7.2% | -32.3% | -14.3% |
| 30D | -54.5% | +15.6% | -70.1% | -39.9% |
| 3M | -91.7% | +5.2% | -96.9% | -91.2% |
| 6M | -79.4% | +1.7% | -81.1% | -78.6% |
| YTD | -86.1% | +17.0% | -103.1% | -89.4% |
| 1Y | -91.6% | +14.2% | -105.8% | -92.6% |
| All | -91.6% | +13.9% | -105.5% | -92.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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