+87.2%
XLK vs AMIX
-99.9%
+187.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.7% | +1.3% |
| 7D | +0.2% | -4.8% | +5.0% | +0.3% |
| 30D | -0.6% | -42.0% | +41.4% | -0.2% |
| 3M | +2.6% | -46.5% | +49.1% | +0.3% |
| 6M | +34.0% | -48.2% | +82.2% | +30.9% |
| YTD | +30.7% | -62.2% | +92.8% | +27.8% |
| 1Y | +39.2% | -82.1% | +121.3% | +36.6% |
| All | +87.2% | -99.9% | +187.1% | +85.3% |
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 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