-79.7%
AMIX vs CHD
+7.1%
-86.7%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.8% |
| 7D | -13.7% | -2.7% | -11.0% | -7.8% |
| 30D | -62.1% | -4.6% | -57.4% | -57.1% |
| 3M | -46.2% | +5.0% | -51.2% | -40.4% |
| 6M | -46.4% | -3.2% | -43.2% | -42.9% |
| YTD | -60.3% | +18.6% | -78.9% | -51.8% |
| 1Y | -79.7% | +4.8% | -84.5% | -75.9% |
| All | -79.7% | +7.1% | -86.7% | -75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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