+25.1%
ORLY vs AMIX
-99.9%
+124.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.3% |
| 7D | -2.3% | -3.4% | +1.0% | -2.3% |
| 30D | -8.2% | -54.4% | +46.2% | -7.9% |
| 3M | -3.5% | -45.7% | +42.2% | -4.6% |
| 6M | -9.2% | -49.2% | +40.0% | -10.3% |
| YTD | -5.8% | -60.3% | +54.5% | -6.9% |
| 1Y | -19.3% | -81.4% | +62.1% | -20.1% |
| All | +25.1% | -99.9% | +124.9% | +27.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling