-60.8%
NKE vs AMIX
-99.9%
+39.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | -0.1% | -3.4% | +3.3% | -0.1% |
| 30D | -7.7% | -54.4% | +46.7% | -7.7% |
| 3M | -10.9% | -45.7% | +34.8% | -10.0% |
| 6M | -31.9% | -49.2% | +17.3% | -31.2% |
| YTD | -38.6% | -60.3% | +21.7% | -37.9% |
| 1Y | -46.9% | -81.4% | +34.4% | -45.9% |
| All | -60.8% | -99.9% | +39.0% | -61.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling