-91.6%
AMIX vs CGNX
+31.4%
-123.0%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -8.7% | +5.7% | +4.1% |
| 7D | -25.1% | -9.2% | -15.9% | -19.1% |
| 30D | -54.5% | -17.6% | -36.9% | -47.4% |
| 3M | -91.7% | -25.7% | -66.0% | -89.6% |
| 6M | -79.4% | -5.5% | -74.0% | -73.9% |
| YTD | -86.1% | +48.1% | -134.2% | -81.6% |
| 1Y | -91.6% | +33.5% | -125.1% | -90.2% |
| All | -91.6% | +31.4% | -123.0% | -90.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 CGNX 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