-47.6%
ACN vs AMIX
-99.9%
+52.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.9% | -1.4% | -3.3% |
| 7D | -1.5% | -13.7% | +12.2% | -1.4% |
| 30D | +9.4% | -62.1% | +71.4% | +10.1% |
| 3M | +5.6% | -46.2% | +51.8% | +3.4% |
| 6M | -9.3% | -46.4% | +37.2% | -11.3% |
| YTD | -29.0% | -60.3% | +31.3% | -30.5% |
| 1Y | -24.7% | -79.7% | +55.0% | -26.1% |
| All | -47.6% | -99.9% | +52.3% | -46.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling