-99.9%
AMIX vs LUV
+62.6%
-162.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +4.2% | +7.7% | +10.2% |
| 7D | +1.2% | +5.3% | -4.1% | -0.8% |
| 30D | -45.3% | +11.1% | -56.5% | -47.7% |
| 3M | -83.1% | -1.1% | -81.9% | -83.0% |
| 6M | -76.9% | +13.1% | -90.0% | -76.9% |
| YTD | -85.3% | +13.5% | -98.8% | -85.3% |
| 1Y | -89.8% | +45.2% | -135.0% | -89.9% |
| All | -99.9% | +62.6% | -162.5% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling