+3.2%
ABT vs AMIX
-99.9%
+103.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.8% | -8.9% | 0.0% |
| 7D | +1.0% | +11.4% | -10.5% | +1.0% |
| 30D | +11.6% | -40.5% | +52.1% | +11.4% |
| 3M | +2.3% | -80.1% | +82.4% | +1.7% |
| 6M | +32.7% | -74.8% | +107.6% | +33.6% |
| YTD | -9.6% | -84.0% | +74.3% | -9.2% |
| 1Y | -10.1% | -89.7% | +79.6% | -9.8% |
| All | +3.2% | -99.9% | +103.1% | +5.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling