+25.4%
LHX vs AMIX
-99.9%
+125.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.1% |
| 7D | -3.7% | +1.6% | -5.3% | -3.7% |
| 30D | -13.2% | -50.8% | +37.7% | -12.9% |
| 3M | -18.4% | -46.3% | +27.9% | -19.3% |
| 6M | -32.0% | -49.9% | +17.9% | -32.7% |
| YTD | -13.6% | -60.4% | +46.8% | -14.5% |
| 1Y | -6.0% | -81.7% | +75.7% | -6.7% |
| All | +25.4% | -99.9% | +125.3% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded AMIX 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling