+13.9%
LYFT vs AMIX
-99.9%
+113.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.2% | -8.0% | -8.3% |
| 7D | -14.1% | +1.6% | -15.7% | -14.1% |
| 30D | -13.7% | -50.8% | +37.1% | -13.4% |
| 3M | +7.4% | -46.3% | +53.7% | +6.2% |
| 6M | +8.3% | -49.9% | +58.1% | +7.0% |
| YTD | -23.1% | -60.4% | +37.4% | -24.0% |
| 1Y | -19.0% | -81.7% | +62.7% | -19.8% |
| All | +13.9% | -99.9% | +113.8% | -1.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling