+88.2%
AAPL vs AMIX
-100.0%
+188.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.4% |
| 7D | +4.1% | -9.9% | +14.0% | +4.2% |
| 30D | +4.0% | -52.8% | +56.7% | +4.3% |
| 3M | +16.8% | -80.0% | +96.8% | +17.6% |
| 6M | +19.4% | -80.2% | +99.6% | +18.7% |
| YTD | +31.5% | -88.1% | +119.6% | +31.0% |
| 1Y | +31.0% | -91.1% | +122.0% | +30.5% |
| All | +88.2% | -100.0% | +188.2% | +87.6% |
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