-91.1%
AMIX vs CHD
+33.5%
-124.6%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | -2.5% |
| 7D | -9.9% | +3.6% | -13.5% | -17.4% |
| 30D | -52.8% | +10.4% | -63.2% | -65.1% |
| 3M | -80.0% | +12.2% | -92.2% | -86.1% |
| 6M | -80.2% | +19.9% | -100.1% | -85.6% |
| YTD | -88.1% | +36.4% | -124.6% | -89.4% |
| 1Y | -91.1% | +35.1% | -126.2% | -92.1% |
| All | -91.1% | +33.5% | -124.6% | -92.1% |
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