-47.6%
NKE vs AMIX
-81.1%
+33.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -2.0% |
| 7D | -2.3% | +1.6% | -3.9% | -2.3% |
| 30D | -10.4% | -50.8% | +40.4% | -10.6% |
| 3M | -15.5% | -46.3% | +30.8% | -13.6% |
| 6M | -32.6% | -49.9% | +17.2% | -31.5% |
| YTD | -39.8% | -60.4% | +20.6% | -39.1% |
| 1Y | -47.6% | -81.7% | +34.1% | -41.9% |
| All | -47.6% | -81.1% | +33.5% | -41.9% |
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