-81.7%
AMIX vs LULU
-40.6%
-41.1%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.1% | -0.5% |
| 7D | +1.6% | -16.9% | +18.5% | +0.1% |
| 30D | -50.8% | -22.0% | -28.8% | -51.9% |
| 3M | -46.3% | -17.8% | -28.4% | -46.7% |
| 6M | -49.9% | -41.3% | -8.6% | -50.2% |
| YTD | -60.4% | -52.0% | -8.4% | -63.1% |
| 1Y | -81.7% | -39.8% | -41.9% | -80.3% |
| All | -81.7% | -40.6% | -41.1% | -80.3% |
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