+50.6%
LYB vs AMIX
-92.3%
+142.9%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.0% | -1.7% | -4.7% |
| 7D | -6.2% | -25.1% | +18.9% | -6.2% |
| 30D | +6.3% | -54.5% | +60.8% | +6.3% |
| 3M | +4.1% | -91.7% | +95.8% | +4.3% |
| 6M | -15.5% | -79.4% | +64.0% | -18.3% |
| YTD | +50.2% | -86.1% | +136.3% | +43.0% |
| 1Y | +50.6% | -91.6% | +142.2% | +40.9% |
| All | +50.6% | -92.3% | +142.9% | +40.9% |
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