+8.6%
AA vs AMIX
-91.4%
+99.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | +0.9% | -16.0% | +16.9% | +1.0% |
| 30D | -6.7% | -55.4% | +48.7% | -6.1% |
| 3M | -16.3% | -87.5% | +71.2% | -15.0% |
| 6M | -37.1% | -81.2% | +44.1% | -37.2% |
| YTD | -25.0% | -86.8% | +61.8% | -25.6% |
| 1Y | +8.6% | -91.6% | +100.2% | +6.9% |
| All | +8.6% | -91.4% | +99.9% | +6.9% |
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