-29.8%
SYK vs AMIX
-81.8%
+52.0%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.0% | +2.1% | -2.0% |
| 7D | -12.3% | -6.3% | -6.0% | -12.4% |
| 30D | -22.4% | -51.9% | +29.5% | -22.6% |
| 3M | -12.3% | -44.9% | +32.6% | -13.0% |
| 6M | -24.3% | -47.9% | +23.6% | -24.7% |
| YTD | -22.8% | -62.0% | +39.3% | -23.5% |
| All | -29.8% | -81.8% | +52.0% | -30.2% |
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