-92.4%
AMIX vs XLRE
+10.7%
-103.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.5% | -7.9% | -8.5% |
| 7D | -10.9% | +0.1% | -11.0% | -10.9% |
| 30D | -55.0% | +6.0% | -61.0% | -54.3% |
| 3M | -82.0% | +0.5% | -82.6% | -81.9% |
| 6M | -80.4% | +1.2% | -81.7% | -80.3% |
| YTD | -88.3% | +12.6% | -100.9% | -88.0% |
| 1Y | -92.4% | +11.0% | -103.4% | -92.3% |
| All | -92.4% | +10.7% | -103.1% | -92.3% |
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