-99.9%
AMIX vs CPB
-43.6%
-56.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -1.1% | -7.4% | -8.3% |
| 7D | -10.9% | -5.8% | -5.1% | -9.9% |
| 30D | -55.0% | +16.5% | -71.4% | -56.5% |
| 3M | -82.0% | -1.1% | -80.9% | -82.1% |
| 6M | -80.4% | +11.5% | -91.9% | -80.3% |
| YTD | -88.3% | -15.7% | -72.5% | -88.5% |
| 1Y | -92.4% | -24.7% | -67.7% | -92.7% |
| All | -99.9% | -43.6% | -56.4% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling