+248.5%
ALAB vs AMIX
-99.9%
+348.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +8.8% | -9.1% | -0.6% |
| 7D | -7.5% | +11.4% | -18.9% | -7.7% |
| 30D | -36.8% | -40.5% | +3.7% | -35.8% |
| 3M | -31.9% | -80.1% | +48.2% | -28.8% |
| 6M | +8.2% | -74.8% | +83.0% | +4.7% |
| YTD | +29.9% | -84.0% | +113.9% | +26.8% |
| 1Y | +24.4% | -89.7% | +114.1% | +22.1% |
| All | +248.5% | -99.9% | +348.4% | +178.9% |
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