-5.9%
ABT vs AMIX
-92.3%
+86.4%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -3.0% | +8.6% | +5.6% |
| 7D | +12.5% | -25.1% | +37.7% | +12.4% |
| 30D | +16.1% | -54.5% | +70.6% | +15.8% |
| 3M | +10.2% | -91.7% | +101.9% | +9.4% |
| 6M | +33.7% | -79.4% | +113.2% | +34.3% |
| YTD | -5.5% | -86.1% | +80.5% | -5.3% |
| 1Y | -5.9% | -91.6% | +85.7% | -6.0% |
| All | -5.9% | -92.3% | +86.4% | -6.0% |
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