+11.9%
ACN vs AMIX
-92.3%
+104.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -3.0% | +6.8% | +3.8% |
| 7D | +8.6% | -25.1% | +33.7% | +8.8% |
| 30D | +36.6% | -54.5% | +91.1% | +37.3% |
| 3M | +56.3% | -91.7% | +148.0% | +59.0% |
| 6M | +49.7% | -79.4% | +129.1% | +46.1% |
| YTD | +1.3% | -86.1% | +87.4% | -2.7% |
| 1Y | +11.9% | -91.6% | +103.5% | +6.1% |
| All | +11.9% | -92.3% | +104.3% | +6.1% |
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