+175.7%
AMAT vs AMIX
-99.9%
+275.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.9% | +6.2% | +4.3% |
| 7D | -1.5% | -13.7% | +12.2% | -1.4% |
| 30D | -14.8% | -62.1% | +47.3% | -14.3% |
| 3M | -9.3% | -46.2% | +36.9% | -10.6% |
| 6M | +27.4% | -46.4% | +73.8% | +25.4% |
| YTD | +77.6% | -60.3% | +137.8% | +74.8% |
| 1Y | +188.9% | -79.7% | +268.6% | +184.5% |
| All | +175.7% | -99.9% | +275.6% | +159.8% |
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