-79.7%
AMIX vs ALB
+60.9%
-140.6%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.4% | +2.5% | -0.8% |
| 7D | -13.7% | -8.1% | -5.7% | -12.0% |
| 30D | -62.1% | +6.3% | -68.3% | -63.5% |
| 3M | -46.2% | -23.6% | -22.6% | -46.3% |
| 6M | -46.4% | -24.6% | -21.8% | -46.9% |
| YTD | -60.3% | -10.3% | -50.0% | -60.9% |
| 1Y | -79.7% | +61.5% | -141.1% | -81.0% |
| All | -79.7% | +60.9% | -140.6% | -81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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