+71.6%
ADI vs AMIX
-89.3%
+160.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +8.8% | -9.2% | -0.4% |
| 7D | -6.3% | +11.4% | -17.8% | -6.4% |
| 30D | -3.2% | -40.5% | +37.3% | -2.8% |
| 3M | +2.8% | -80.1% | +82.8% | +4.1% |
| 6M | -5.0% | -74.8% | +69.8% | -6.6% |
| YTD | +46.3% | -84.0% | +130.3% | +42.6% |
| 1Y | +71.6% | -89.7% | +161.4% | +66.1% |
| All | +71.6% | -89.3% | +160.9% | +66.1% |
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