-38.4%
LVS vs AMIX
-91.8%
+53.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -20.0% | +18.6% | -1.5% |
| 7D | -1.3% | -8.1% | +6.8% | -1.3% |
| 30D | +12.2% | -52.3% | +64.5% | +12.0% |
| 3M | -11.3% | -83.8% | +72.5% | -11.8% |
| 6M | -21.6% | -79.0% | +57.4% | -20.4% |
| YTD | -36.6% | -87.2% | +50.6% | -35.7% |
| 1Y | -38.4% | -91.7% | +53.3% | -37.7% |
| All | -38.4% | -91.8% | +53.4% | -37.7% |
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