-16.4%
LVS vs AMIX
-80.5%
+64.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | +0.3% | -3.4% | +3.7% | +0.3% |
| 30D | -3.9% | -54.4% | +50.5% | -4.1% |
| 3M | -12.9% | -45.7% | +32.9% | -10.3% |
| 6M | -16.9% | -49.2% | +32.2% | -14.5% |
| YTD | -31.2% | -60.3% | +29.1% | -29.1% |
| 1Y | -16.4% | -81.4% | +65.0% | -5.8% |
| All | -16.4% | -80.5% | +64.1% | -5.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling