-91.6%
AMIX vs LPLA
-16.5%
-75.1%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.6% | -7.7% | -0.3% |
| 7D | -25.1% | +15.7% | -40.8% | -18.0% |
| 30D | -54.5% | -6.2% | -48.3% | -55.5% |
| 3M | -91.7% | -12.0% | -79.7% | -92.1% |
| 6M | -79.4% | -2.7% | -76.7% | -81.4% |
| YTD | -86.1% | -12.5% | -73.5% | -86.9% |
| 1Y | -91.6% | -16.5% | -75.0% | -92.7% |
| All | -91.6% | -16.5% | -75.1% | -92.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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