+61.0%
AA vs AMIX
-81.0%
+142.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.2% | -2.1% |
| 7D | -0.7% | -13.7% | +13.0% | -0.6% |
| 30D | +5.0% | -62.1% | +67.1% | +5.8% |
| 3M | -35.8% | -46.2% | +10.3% | -35.6% |
| 6M | -18.4% | -46.4% | +28.0% | -18.1% |
| YTD | -5.5% | -60.3% | +54.8% | -4.8% |
| 1Y | +61.0% | -79.7% | +140.6% | +83.9% |
| All | +61.0% | -81.0% | +142.0% | +83.9% |
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