+25.4%
ORLY vs AMIX
-99.9%
+125.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -1.0% | +1.6% | -2.6% | -1.0% |
| 30D | -6.7% | -50.8% | +44.1% | -6.4% |
| 3M | -3.8% | -46.3% | +42.5% | -4.9% |
| 6M | -9.0% | -49.9% | +40.8% | -10.1% |
| YTD | -5.6% | -60.4% | +54.8% | -6.7% |
| 1Y | -19.5% | -81.7% | +62.2% | -20.3% |
| All | +25.4% | -99.9% | +125.2% | +28.1% |
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