+92.3%
ADI vs AMIX
-100.0%
+192.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -12.8% | -16.0% | +3.2% | -12.7% |
| 30D | -11.3% | -55.4% | +44.1% | -10.7% |
| 3M | -3.4% | -87.5% | +84.2% | -1.7% |
| 6M | -12.0% | -81.2% | +69.2% | -13.1% |
| YTD | +35.3% | -86.8% | +122.1% | +33.8% |
| 1Y | +58.1% | -91.6% | +149.7% | +56.5% |
| All | +92.3% | -100.0% | +192.2% | +96.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling