+88.9%
AMD vs AMIX
-91.4%
+180.3%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | 0.0% | +11.0% | +11.0% |
| 7D | -11.0% | -16.0% | +5.0% | -10.7% |
| 30D | -30.5% | -55.4% | +25.0% | -29.5% |
| 3M | -8.2% | -87.5% | +79.3% | -5.1% |
| 6M | +6.6% | -81.2% | +87.8% | +9.8% |
| YTD | +109.7% | -86.8% | +196.5% | +116.6% |
| 1Y | +88.9% | -91.6% | +180.5% | +96.2% |
| All | +88.9% | -91.4% | +180.3% | +96.2% |
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