-99.8%
AMIX vs LUV
+35.8%
-135.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +1.6% | +0.7% | +0.9% | +1.3% |
| 30D | -50.8% | -13.4% | -37.4% | -47.8% |
| 3M | -46.3% | -9.6% | -36.7% | -41.9% |
| 6M | -49.9% | -8.9% | -41.0% | -46.3% |
| YTD | -60.4% | -5.2% | -55.3% | -57.5% |
| 1Y | -81.7% | +27.0% | -108.8% | -80.6% |
| All | -99.8% | +35.8% | -135.6% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling