-81.3%
AMIX vs LUV
+29.0%
-110.3%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.3% | -4.2% | -3.7% |
| 7D | -13.7% | +0.4% | -14.1% | -14.0% |
| 30D | -62.1% | -18.4% | -43.7% | -55.8% |
| 3M | -46.2% | -3.2% | -42.9% | -37.7% |
| 6M | -46.4% | -14.8% | -31.6% | -41.6% |
| YTD | -60.3% | -2.9% | -57.4% | -53.3% |
| All | -81.3% | +29.0% | -110.3% | -73.5% |
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