+37.8%
ALAB vs AMIX
-91.8%
+129.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -20.0% | +26.8% | +7.5% |
| 7D | +3.4% | -8.1% | +11.5% | +3.6% |
| 30D | -28.8% | -52.3% | +23.5% | -27.1% |
| 3M | -26.0% | -83.8% | +57.8% | -22.0% |
| 6M | +11.4% | -79.0% | +90.3% | +13.3% |
| YTD | +38.8% | -87.2% | +126.0% | +42.2% |
| 1Y | +37.8% | -91.7% | +129.5% | +42.2% |
| All | +37.8% | -91.8% | +129.6% | +42.2% |
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 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