-91.6%
AMIX vs YUM
+15.9%
-107.5%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +5.9% | -8.9% | +1.8% |
| 7D | -25.1% | +10.8% | -35.9% | -18.3% |
| 30D | -54.5% | +21.4% | -75.9% | -46.3% |
| 3M | -91.7% | +13.2% | -104.9% | -90.4% |
| 6M | -79.4% | +8.8% | -88.2% | -75.8% |
| YTD | -86.1% | +11.5% | -97.6% | -82.5% |
| 1Y | -91.6% | +13.4% | -104.9% | -89.2% |
| All | -91.6% | +15.9% | -107.5% | -89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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