+42.4%
XLK vs AMIX
-81.1%
+123.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | +2.3% | +1.6% | +0.8% | +2.3% |
| 30D | +0.8% | -50.8% | +51.6% | +1.5% |
| 3M | +4.1% | -46.3% | +50.3% | +3.9% |
| 6M | +34.8% | -49.9% | +84.6% | +34.3% |
| YTD | +30.8% | -60.4% | +91.2% | +30.5% |
| 1Y | +42.4% | -81.7% | +124.1% | +53.1% |
| All | +42.4% | -81.1% | +123.4% | +53.1% |
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