+30.2%
ORLY vs AMIX
-99.9%
+130.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +8.8% | -9.3% | -0.5% |
| 7D | -0.7% | +11.4% | -12.1% | -0.7% |
| 30D | +3.4% | -40.5% | +43.9% | +3.6% |
| 3M | -3.1% | -80.1% | +77.0% | -2.5% |
| 6M | -3.8% | -74.8% | +71.0% | -4.6% |
| YTD | -2.0% | -84.0% | +82.0% | -2.7% |
| 1Y | -8.9% | -89.7% | +80.8% | -9.5% |
| All | +30.2% | -99.9% | +130.1% | +33.5% |
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