+20.7%
XLK vs AMIX
-92.3%
+113.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.0% | +3.0% | 0.0% |
| 7D | -7.6% | -25.1% | +17.5% | -7.3% |
| 30D | -12.2% | -54.5% | +42.4% | -11.4% |
| 3M | -5.5% | -91.7% | +86.3% | -3.2% |
| 6M | +9.2% | -79.4% | +88.6% | +9.2% |
| YTD | +23.0% | -86.1% | +109.1% | +22.8% |
| 1Y | +20.7% | -91.6% | +112.3% | +20.4% |
| All | +20.7% | -92.3% | +113.0% | +20.4% |
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