+11.0%
ACN vs AMIX
-91.4%
+102.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +0.9% | -16.0% | +16.9% | +1.0% |
| 30D | +33.5% | -55.4% | +89.0% | +34.3% |
| 3M | +53.5% | -87.5% | +141.0% | +55.7% |
| 6M | +52.2% | -81.2% | +133.4% | +48.8% |
| YTD | -0.1% | -86.8% | +86.7% | -3.7% |
| 1Y | +11.0% | -91.6% | +102.6% | +5.9% |
| All | +11.0% | -91.4% | +102.4% | +5.9% |
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