+2.7%
ABT vs AMIX
-100.0%
+102.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | +3.5% | -16.0% | +19.5% | +3.4% |
| 30D | +12.0% | -55.4% | +67.5% | +11.7% |
| 3M | +2.5% | -87.5% | +90.0% | +1.7% |
| 6M | +29.1% | -81.2% | +110.3% | +29.8% |
| YTD | -10.1% | -86.8% | +76.8% | -9.7% |
| 1Y | -9.8% | -91.6% | +81.7% | -9.6% |
| All | +2.7% | -100.0% | +102.7% | +4.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling