-89.7%
AMIX vs ODFL
+20.8%
-110.5%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.7% | +10.5% | +10.5% |
| 7D | +11.4% | -5.4% | +16.9% | +17.6% |
| 30D | -40.5% | -7.7% | -32.8% | -36.6% |
| 3M | -80.1% | -20.8% | -59.3% | -75.3% |
| 6M | -74.8% | -15.0% | -59.8% | -67.0% |
| YTD | -84.0% | +7.6% | -91.6% | -75.1% |
| 1Y | -89.7% | +22.7% | -112.4% | -80.4% |
| All | -89.7% | +20.8% | -110.5% | -80.4% |
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