+24.5%
ALAB vs AMIX
-92.3%
+116.8%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.0% | -1.4% | -4.3% |
| 7D | -24.9% | -25.1% | +0.2% | -24.1% |
| 30D | -38.4% | -54.5% | +16.1% | -36.8% |
| 3M | -38.3% | -91.7% | +53.5% | -33.6% |
| 6M | +10.9% | -79.4% | +90.4% | +13.0% |
| YTD | +34.2% | -86.1% | +120.3% | +36.6% |
| 1Y | +24.5% | -91.6% | +116.1% | +27.3% |
| All | +24.5% | -92.3% | +116.8% | +27.3% |
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