-90.5%
AMIX vs ODFL
+22.9%
-113.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +3.6% | +8.2% | +8.3% |
| 7D | +1.2% | -3.0% | +4.2% | +4.3% |
| 30D | -45.3% | -6.1% | -39.2% | -42.6% |
| 3M | -83.1% | -20.9% | -62.2% | -78.8% |
| 6M | -76.9% | -13.6% | -63.3% | -70.2% |
| YTD | -85.3% | +9.4% | -94.7% | -77.5% |
| All | -90.5% | +22.9% | -113.4% | -82.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ODFL.
Daily Out/Under-Performance
Portfolio return minus ODFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ODFL 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 ODFL 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