-91.1%
AMIX vs LTH
+79.8%
-170.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.0% | +0.9% |
| 7D | -9.9% | -1.3% | -8.6% | -9.7% |
| 30D | -52.8% | +15.7% | -68.4% | -53.6% |
| 3M | -80.0% | +5.0% | -85.0% | -80.1% |
| 6M | -80.2% | +37.7% | -117.9% | -79.5% |
| YTD | -88.1% | +75.0% | -163.2% | -86.1% |
| 1Y | -91.1% | +82.6% | -173.7% | -88.4% |
| All | -91.1% | +79.8% | -170.8% | -88.4% |
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