-99.9%
AMIX vs LUV
+57.8%
-157.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.4% |
| 7D | -9.9% | +1.1% | -11.0% | -10.1% |
| 30D | -52.8% | +14.2% | -67.0% | -55.3% |
| 3M | -80.0% | +0.6% | -80.7% | -80.1% |
| 6M | -80.2% | +15.1% | -95.3% | -80.0% |
| YTD | -88.1% | +10.2% | -98.3% | -88.0% |
| 1Y | -91.1% | +38.4% | -129.5% | -91.0% |
| All | -99.9% | +57.8% | -157.8% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling