-81.3%
AMIX vs LNT
+8.4%
-89.7%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -2.0% |
| 7D | -13.7% | -0.1% | -13.6% | -13.9% |
| 30D | -62.1% | -3.2% | -58.9% | -64.3% |
| 3M | -46.2% | -4.1% | -42.1% | -52.5% |
| 6M | -46.4% | -4.6% | -41.9% | -52.6% |
| YTD | -60.3% | +7.0% | -67.3% | -71.0% |
| All | -81.3% | +8.4% | -89.7% | -84.5% |
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