+7.6%
ACN vs AMIX
-91.8%
+99.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -20.0% | +18.1% | -1.7% |
| 7D | -4.0% | -8.1% | +4.1% | -4.0% |
| 30D | +19.0% | -52.3% | +71.3% | +19.6% |
| 3M | +42.2% | -83.8% | +126.0% | +44.0% |
| 6M | +50.1% | -79.0% | +129.1% | +47.1% |
| YTD | -2.7% | -87.2% | +84.5% | -6.1% |
| 1Y | +7.6% | -91.7% | +99.3% | +2.9% |
| All | +7.6% | -91.8% | +99.4% | +2.9% |
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