+257.6%
ALAB vs AMIX
-99.9%
+357.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.7% | -2.7% |
| 7D | +16.3% | -9.9% | +26.2% | +16.5% |
| 30D | -26.1% | -52.8% | +26.6% | -24.5% |
| 3M | -31.3% | -80.0% | +48.8% | -28.2% |
| 6M | -1.0% | -80.2% | +79.2% | -3.5% |
| YTD | +33.3% | -88.1% | +121.5% | +31.1% |
| 1Y | +53.5% | -91.1% | +144.6% | +51.3% |
| All | +257.6% | -99.9% | +357.5% | +188.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling