-79.7%
AMIX vs CPB
-32.6%
-47.1%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.5% | -0.3% |
| 7D | -13.7% | -8.6% | -5.1% | -10.4% |
| 30D | -62.1% | -7.2% | -54.8% | -61.4% |
| 3M | -46.2% | +0.9% | -47.1% | -44.9% |
| 6M | -46.4% | -11.8% | -34.6% | -47.1% |
| YTD | -60.3% | -19.4% | -40.8% | -62.1% |
| 1Y | -79.7% | -30.4% | -49.3% | -82.1% |
| All | -79.7% | -32.6% | -47.1% | -82.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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