-10.3%
SYK vs AMIX
-99.9%
+89.5%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | -11.8% | +1.6% | -13.3% | -11.8% |
| 30D | -20.4% | -50.8% | +30.4% | -20.6% |
| 3M | -12.1% | -46.3% | +34.2% | -11.4% |
| 6M | -24.3% | -49.9% | +25.5% | -23.7% |
| YTD | -21.2% | -60.4% | +39.2% | -20.7% |
| 1Y | -29.2% | -81.7% | +52.5% | -28.8% |
| All | -10.3% | -99.9% | +89.5% | -9.2% |
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