-79.7%
AMIX vs XLRE
+9.1%
-88.8%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -2.0% |
| 7D | -13.7% | -1.2% | -12.5% | -13.9% |
| 30D | -62.1% | -2.8% | -59.3% | -62.2% |
| 3M | -46.2% | -0.2% | -46.0% | -46.2% |
| 6M | -46.4% | +1.9% | -48.4% | -45.8% |
| YTD | -60.3% | +10.6% | -70.8% | -60.4% |
| 1Y | -79.7% | +8.8% | -88.5% | -79.3% |
| All | -79.7% | +9.1% | -88.8% | -79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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