-28.4%
OWL vs AMIX
-92.3%
+63.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | 0.0% |
| 7D | +1.5% | -9.9% | +11.4% | +1.6% |
| 30D | +13.4% | -52.8% | +66.2% | +14.0% |
| 3M | -21.2% | -80.0% | +58.8% | -20.4% |
| 6M | +4.0% | -80.2% | +84.2% | +4.1% |
| YTD | -29.0% | -88.1% | +59.1% | -30.7% |
| 1Y | -28.4% | -91.1% | +62.6% | -30.4% |
| All | -28.4% | -92.3% | +63.9% | -30.4% |
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