-91.6%
AMIX vs LTH
+84.0%
-175.6%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +6.3% | -9.3% | -3.7% |
| 7D | -25.1% | +9.9% | -35.0% | -25.9% |
| 30D | -54.5% | +18.3% | -72.8% | -55.6% |
| 3M | -91.7% | +5.9% | -97.7% | -91.8% |
| 6M | -79.4% | +80.3% | -159.8% | -78.3% |
| YTD | -86.1% | +78.3% | -164.4% | -84.3% |
| 1Y | -91.6% | +81.0% | -172.6% | -90.2% |
| All | -91.6% | +84.0% | -175.6% | -90.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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