-99.9%
AMIX vs LUV
+56.1%
-156.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -16.0% | +4.8% | -20.8% | -17.7% |
| 30D | -55.4% | +6.5% | -62.0% | -56.7% |
| 3M | -87.5% | -4.9% | -82.6% | -87.3% |
| 6M | -81.2% | +8.1% | -89.3% | -80.9% |
| YTD | -86.8% | +9.0% | -95.8% | -86.7% |
| 1Y | -91.6% | +43.6% | -135.2% | -91.6% |
| All | -99.9% | +56.1% | -156.0% | -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