-26.6%
OWL vs AMIX
-92.3%
+65.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.0% | +6.1% | +3.1% |
| 7D | +10.1% | -25.1% | +35.3% | +10.3% |
| 30D | +18.7% | -54.5% | +73.2% | +19.4% |
| 3M | -6.2% | -91.7% | +85.6% | -4.7% |
| 6M | +9.8% | -79.4% | +89.2% | +9.3% |
| YTD | -24.2% | -86.1% | +61.9% | -26.4% |
| 1Y | -26.6% | -91.6% | +65.0% | -30.1% |
| All | -26.6% | -92.3% | +65.8% | -30.1% |
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 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