+39.3%
ADP vs AMIX
-100.0%
+139.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.5% | +0.7% |
| 7D | +2.2% | -9.9% | +12.0% | +2.2% |
| 30D | +10.6% | -52.8% | +63.3% | +10.7% |
| 3M | +12.9% | -80.0% | +92.9% | +13.3% |
| 6M | +50.6% | -80.2% | +130.9% | +50.0% |
| YTD | +23.2% | -88.1% | +111.3% | +22.8% |
| 1Y | +25.3% | -91.1% | +116.3% | +24.9% |
| All | +39.3% | -100.0% | +139.2% | +44.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling