+38.5%
LHX vs AMIX
-100.0%
+138.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -20.0% | +20.2% | +0.3% |
| 7D | +6.5% | -8.1% | +14.6% | +6.5% |
| 30D | +16.1% | -52.3% | +68.4% | +16.5% |
| 3M | -2.8% | -83.8% | +80.9% | -1.9% |
| 6M | -7.7% | -79.0% | +71.3% | -8.3% |
| YTD | -4.6% | -87.2% | +82.6% | -5.0% |
| 1Y | -6.8% | -91.7% | +84.9% | -7.1% |
| All | +38.5% | -100.0% | +138.5% | +40.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling