-60.2%
NKE vs AMIX
-99.9%
+39.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +8.8% | -11.9% | -3.0% |
| 7D | +0.5% | +11.4% | -11.0% | +0.5% |
| 30D | +11.4% | -40.5% | +51.9% | +11.4% |
| 3M | -7.2% | -80.1% | +72.9% | -7.3% |
| 6M | -10.7% | -74.8% | +64.2% | -10.1% |
| YTD | -37.7% | -84.0% | +46.3% | -37.0% |
| 1Y | -34.3% | -89.7% | +55.4% | -33.4% |
| All | -60.2% | -99.9% | +39.7% | -60.8% |
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 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