+43.4%
XLK vs AMIX
-81.0%
+124.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +0.7% |
| 7D | +0.9% | -13.7% | +14.6% | +1.0% |
| 30D | +0.7% | -62.1% | +62.8% | +1.7% |
| 3M | -2.9% | -46.2% | +43.2% | -3.1% |
| 6M | +34.3% | -46.4% | +80.7% | +33.6% |
| YTD | +30.4% | -60.3% | +90.7% | +30.1% |
| 1Y | +43.4% | -79.7% | +123.0% | +53.5% |
| All | +43.4% | -81.0% | +124.4% | +53.5% |
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