-91.6%
AMIX vs LPLA
-20.6%
-71.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | -1.0% |
| 7D | -16.0% | +4.1% | -20.2% | -13.7% |
| 30D | -55.4% | -9.0% | -46.4% | -57.1% |
| 3M | -87.5% | -17.6% | -69.9% | -88.7% |
| 6M | -81.2% | -8.8% | -72.4% | -83.5% |
| YTD | -86.8% | -17.0% | -69.8% | -88.0% |
| 1Y | -91.6% | -20.4% | -71.2% | -92.7% |
| All | -91.6% | -20.6% | -71.0% | -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