+207.4%
ALAB vs AMIX
-99.9%
+307.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.3% | +6.3% |
| 7D | -26.3% | -16.0% | -10.3% | -25.8% |
| 30D | -50.1% | -55.4% | +5.3% | -48.9% |
| 3M | -42.5% | -87.5% | +45.0% | -39.1% |
| 6M | -10.8% | -81.2% | +70.4% | -13.0% |
| YTD | +14.6% | -86.8% | +101.5% | +12.5% |
| 1Y | +17.1% | -91.6% | +108.7% | +15.6% |
| All | +207.4% | -99.9% | +307.3% | +147.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling