+1.8%
AA vs AMIX
-92.5%
+94.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -8.4% | +7.0% | -1.4% |
| 7D | +5.3% | -10.9% | +16.1% | +5.3% |
| 30D | -2.3% | -55.0% | +52.7% | -1.7% |
| 3M | -20.8% | -82.0% | +61.2% | -19.8% |
| 6M | -39.8% | -80.4% | +40.6% | -40.0% |
| YTD | -23.3% | -88.3% | +65.0% | -24.1% |
| 1Y | +1.8% | -92.4% | +94.2% | -0.1% |
| All | +1.8% | -92.5% | +94.3% | -0.1% |
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