-14.5%
LVS vs AMIX
-100.0%
+85.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.1% | +1.6% | +2.7% |
| 7D | -0.8% | -9.9% | +9.0% | -0.8% |
| 30D | +10.0% | -52.8% | +62.8% | +9.8% |
| 3M | -11.0% | -80.0% | +69.0% | -11.4% |
| 6M | -20.1% | -80.2% | +60.1% | -19.5% |
| YTD | -36.3% | -88.1% | +51.8% | -35.8% |
| 1Y | -36.8% | -91.1% | +54.2% | -36.3% |
| All | -14.5% | -100.0% | +85.4% | -14.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling