-91.6%
AMIX vs CPB
-18.4%
-73.1%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +5.9% | -8.9% | -5.1% |
| 7D | -25.1% | +13.0% | -38.1% | -28.8% |
| 30D | -54.5% | +20.5% | -75.0% | -58.2% |
| 3M | -91.7% | +2.2% | -93.9% | -92.0% |
| 6M | -79.4% | +15.4% | -94.8% | -79.2% |
| YTD | -86.1% | -12.3% | -73.7% | -87.5% |
| 1Y | -91.6% | -18.0% | -73.6% | -93.2% |
| All | -91.6% | -18.4% | -73.1% | -93.2% |
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