-81.2%
AMIX vs YUM
+4.5%
-85.7%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.0% | +3.0% | -3.5% |
| 7D | -16.0% | +3.7% | -19.7% | -11.8% |
| 30D | -55.4% | +14.8% | -70.2% | -46.4% |
| 3M | -87.5% | +6.4% | -93.9% | -86.3% |
| 6M | -81.2% | +4.3% | -85.5% | -75.3% |
| All | -81.2% | +4.5% | -85.7% | -75.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling