-14.0%
ABT vs AMIX
-92.3%
+78.3%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | +1.2% |
| 7D | -1.3% | -9.9% | +8.6% | -1.3% |
| 30D | +6.0% | -52.8% | +58.8% | +5.8% |
| 3M | -1.9% | -80.0% | +78.2% | -2.4% |
| 6M | +31.2% | -80.2% | +111.4% | +31.7% |
| YTD | -11.2% | -88.1% | +76.9% | -11.0% |
| 1Y | -14.0% | -91.1% | +77.1% | -13.9% |
| All | -14.0% | -92.3% | +78.3% | -13.9% |
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