+33.9%
AAPL vs AMIX
-81.0%
+114.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.6% | -2.5% |
| 7D | +0.1% | -13.7% | +13.8% | +0.1% |
| 30D | +3.0% | -62.1% | +65.0% | +3.3% |
| 3M | +2.9% | -46.2% | +49.1% | +2.5% |
| 6M | +22.1% | -46.4% | +68.5% | +21.4% |
| YTD | +18.0% | -60.3% | +78.3% | +17.2% |
| 1Y | +33.9% | -79.7% | +113.6% | +38.9% |
| All | +33.9% | -81.0% | +114.9% | +38.9% |
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