+168.6%
AMD vs AMIX
-99.9%
+268.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.9% | +6.6% | +4.7% |
| 7D | +2.6% | -13.7% | +16.3% | +2.8% |
| 30D | -0.9% | -62.1% | +61.1% | +0.3% |
| 3M | -8.7% | -46.2% | +37.4% | -11.1% |
| 6M | +136.3% | -46.4% | +182.8% | +129.7% |
| YTD | +123.0% | -60.3% | +183.3% | +117.1% |
| 1Y | +195.2% | -79.7% | +274.8% | +189.0% |
| All | +168.6% | -99.9% | +268.4% | +133.3% |
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