-81.7%
AMIX vs YUM
-0.3%
-81.5%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.9% | +2.7% | -2.4% |
| 7D | +1.6% | -4.0% | +5.6% | -1.7% |
| 30D | -50.8% | -0.1% | -50.7% | -50.2% |
| 3M | -46.3% | -4.3% | -42.0% | -44.8% |
| 6M | -49.9% | -8.7% | -41.1% | -48.7% |
| YTD | -60.4% | -3.1% | -57.3% | -58.1% |
| 1Y | -81.7% | +1.0% | -82.7% | -79.3% |
| All | -81.7% | -0.3% | -81.5% | -79.3% |
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