+28.8%
ABT vs AMIX
-81.6%
+110.4%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -8.4% | +6.6% | -1.9% |
| 7D | -5.6% | -10.9% | +5.3% | -5.6% |
| 30D | +5.2% | -55.0% | +60.1% | +4.8% |
| 3M | -2.7% | -82.0% | +79.3% | -3.3% |
| 6M | +28.8% | -80.4% | +109.3% | +27.0% |
| All | +28.8% | -81.6% | +110.4% | +27.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling