-91.6%
AMIX vs LULU
-31.7%
-59.9%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.8% | -7.8% | -2.3% |
| 7D | -25.1% | +6.5% | -31.6% | -24.3% |
| 30D | -54.5% | +20.3% | -74.8% | -53.1% |
| 3M | -91.7% | -8.9% | -82.8% | -91.8% |
| 6M | -79.4% | -13.1% | -66.3% | -79.5% |
| YTD | -86.1% | -46.1% | -40.0% | -88.7% |
| 1Y | -91.6% | -30.3% | -61.3% | -85.4% |
| All | -91.6% | -31.7% | -59.9% | -85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 LULU 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