+91.6%
ADI vs AMIX
-99.9%
+191.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.5% | +1.6% |
| 7D | +0.4% | -13.7% | +14.2% | +0.6% |
| 30D | -3.8% | -62.1% | +58.3% | -3.1% |
| 3M | -15.3% | -46.2% | +30.9% | -17.1% |
| 6M | +6.7% | -46.4% | +53.1% | +4.4% |
| YTD | +34.8% | -60.3% | +95.0% | +32.0% |
| 1Y | +49.0% | -79.7% | +128.7% | +46.4% |
| All | +91.6% | -99.9% | +191.4% | +93.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling