+14.9%
XLK vs AMIX
-89.3%
+104.2%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +8.8% | -10.0% | -1.3% |
| 7D | -4.3% | +11.4% | -15.8% | -4.4% |
| 30D | -15.0% | -40.5% | +25.5% | -14.6% |
| 3M | -9.2% | -80.1% | +70.8% | -7.8% |
| 6M | -3.5% | -74.8% | +71.3% | -3.8% |
| YTD | +17.7% | -84.0% | +101.7% | +17.2% |
| 1Y | +14.9% | -89.7% | +104.6% | +14.3% |
| All | +14.9% | -89.3% | +104.2% | +14.3% |
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