-99.8%
AMIX vs CPAY
+39.1%
-138.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | +1.0% |
| 7D | -3.4% | +0.6% | -3.9% | -3.8% |
| 30D | -54.4% | +3.6% | -58.0% | -55.6% |
| 3M | -45.7% | +16.6% | -62.4% | -47.4% |
| 6M | -49.2% | +29.5% | -78.6% | -51.3% |
| YTD | -60.3% | +35.3% | -95.6% | -62.3% |
| 1Y | -81.4% | +30.6% | -112.0% | -82.1% |
| All | -99.8% | +39.1% | -138.9% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 10y: compounded portfolio wealth divided by compounded CPAY 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…
10y analysis · Full analysis span regression · 6 months rolling