+4.3%
ACN vs AMIX
-92.5%
+96.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -8.4% | +7.0% | -1.4% |
| 7D | -5.7% | -10.9% | +5.1% | -5.7% |
| 30D | +17.0% | -55.0% | +72.0% | +17.7% |
| 3M | +39.9% | -82.0% | +121.9% | +41.6% |
| 6M | +50.2% | -80.4% | +130.6% | +47.3% |
| YTD | -4.2% | -88.3% | +84.1% | -7.4% |
| 1Y | +4.3% | -92.4% | +96.7% | -0.2% |
| All | +4.3% | -92.5% | +96.8% | -0.2% |
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