+41.3%
SBUX vs AMIX
-92.3%
+133.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -3.0% | +7.7% | +4.7% |
| 7D | +6.3% | -25.1% | +31.4% | +6.3% |
| 30D | +16.2% | -54.5% | +70.7% | +16.3% |
| 3M | +5.1% | -91.7% | +96.8% | +5.5% |
| 6M | +5.7% | -79.4% | +85.2% | +3.0% |
| YTD | +32.6% | -86.1% | +118.7% | +28.0% |
| 1Y | +41.3% | -91.6% | +132.9% | +35.2% |
| All | +41.3% | -92.3% | +133.7% | +35.2% |
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