-90.5%
AMIX vs LUV
+43.9%
-134.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +4.2% | +7.7% | +8.5% |
| 7D | +1.2% | +5.3% | -4.1% | -3.0% |
| 30D | -45.3% | +11.1% | -56.5% | -50.2% |
| 3M | -83.1% | -1.1% | -81.9% | -82.9% |
| 6M | -76.9% | +13.1% | -90.0% | -76.6% |
| YTD | -85.3% | +13.5% | -98.8% | -84.4% |
| All | -90.5% | +43.9% | -134.4% | -83.2% |
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