+61.4%
AMAT vs AMIX
-92.3%
+153.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.0% | -0.3% | -3.2% |
| 7D | -11.2% | -25.1% | +13.9% | -11.0% |
| 30D | -31.9% | -54.5% | +22.6% | -31.4% |
| 3M | -32.3% | -91.7% | +59.4% | -31.0% |
| 6M | -5.4% | -79.4% | +74.0% | -3.9% |
| YTD | +44.3% | -86.1% | +130.3% | +46.3% |
| 1Y | +61.4% | -91.6% | +152.9% | +63.9% |
| All | +61.4% | -92.3% | +153.7% | +63.9% |
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 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