+33.3%
AMAT vs AMIX
-91.8%
+125.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -5.6% | -8.0% | -13.5% |
| 7D | -24.3% | -25.5% | +1.2% | -24.1% |
| 30D | -39.8% | -56.2% | +16.4% | -39.3% |
| 3M | -40.2% | -87.4% | +47.3% | -39.1% |
| 6M | -22.1% | -80.9% | +58.8% | -20.7% |
| YTD | +24.7% | -86.8% | +111.5% | +27.0% |
| 1Y | +33.3% | -91.3% | +124.6% | +36.1% |
| All | +33.3% | -91.8% | +125.0% | +36.1% |
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