-18.7%
LYB vs AMIX
-99.9%
+81.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | -3.1% | +1.6% | -4.7% | -3.1% |
| 30D | +4.0% | -50.8% | +54.8% | +4.2% |
| 3M | +2.4% | -46.3% | +48.7% | +1.5% |
| 6M | -1.4% | -49.9% | +48.4% | -2.2% |
| YTD | +53.9% | -60.4% | +114.4% | +52.7% |
| 1Y | +26.1% | -81.7% | +107.8% | +25.4% |
| All | -18.7% | -99.9% | +81.1% | -18.4% |
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