+9.1%
AGG vs AMIX
-99.9%
+109.1%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +11.8% | -11.8% | 0.0% |
| 7D | +0.4% | +1.2% | -0.8% | +0.4% |
| 30D | +2.1% | -45.3% | +47.4% | +2.1% |
| 3M | -0.3% | -83.1% | +82.7% | -0.2% |
| 6M | -0.9% | -76.9% | +75.9% | -1.0% |
| YTD | -0.3% | -85.3% | +85.0% | -0.4% |
| 1Y | 0.0% | -89.8% | +89.8% | -0.1% |
| All | +9.1% | -99.9% | +109.1% | +10.2% |
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