-91.6%
AMIX vs LUV
+57.3%
-148.9%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +6.8% | -9.8% | -7.9% |
| 7D | -25.1% | +6.8% | -31.9% | -28.9% |
| 30D | -54.5% | +10.9% | -65.4% | -58.3% |
| 3M | -91.7% | -4.2% | -87.5% | -91.5% |
| 6M | -79.4% | +22.1% | -101.6% | -78.9% |
| YTD | -86.1% | +13.8% | -99.9% | -85.2% |
| 1Y | -91.6% | +59.2% | -150.8% | -80.9% |
| All | -91.6% | +57.3% | -148.9% | -80.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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