+20.5%
SBUX vs AMIX
-100.0%
+120.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +1.7% | -16.0% | +17.7% | +1.7% |
| 30D | +12.6% | -55.4% | +68.1% | +12.6% |
| 3M | +0.8% | -87.5% | +88.3% | +0.8% |
| 6M | +0.2% | -81.2% | +81.4% | -0.6% |
| YTD | +27.4% | -86.8% | +114.3% | +26.1% |
| 1Y | +31.5% | -91.6% | +123.1% | +29.9% |
| All | +20.5% | -100.0% | +120.5% | +21.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling