-91.1%
AMIX vs LULU
-38.0%
-53.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +1.2% |
| 7D | -9.9% | -4.6% | -5.2% | -10.4% |
| 30D | -52.8% | +12.3% | -65.0% | -51.9% |
| 3M | -80.0% | -11.6% | -68.4% | -80.2% |
| 6M | -80.2% | -12.8% | -67.4% | -80.3% |
| YTD | -88.1% | -49.2% | -39.0% | -90.4% |
| 1Y | -91.1% | -37.7% | -53.3% | -88.7% |
| All | -91.1% | -38.0% | -53.1% | -88.7% |
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