-80.4%
AMIX vs LNT
+2.3%
-82.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.8% | -7.7% | -11.1% |
| 7D | -10.9% | -0.5% | -10.3% | -12.7% |
| 30D | -55.0% | +9.9% | -64.9% | -36.5% |
| 3M | -82.0% | +4.8% | -86.8% | -81.2% |
| 6M | -80.4% | +2.2% | -82.6% | -81.8% |
| All | -80.4% | +2.3% | -82.7% | -81.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling