+87.4%
XLK vs AMIX
-99.9%
+187.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | +2.3% | -3.4% | +5.7% | +2.3% |
| 30D | -0.1% | -54.4% | +54.3% | +0.6% |
| 3M | +2.1% | -45.7% | +47.9% | -0.2% |
| 6M | +37.2% | -49.2% | +86.3% | +34.0% |
| YTD | +30.8% | -60.3% | +91.2% | +27.9% |
| 1Y | +42.6% | -81.4% | +124.0% | +39.9% |
| All | +87.4% | -99.9% | +187.3% | +85.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling