-99.9%
AMIX vs CPB
-41.6%
-58.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -1.2% | +13.0% | +12.0% |
| 7D | +1.2% | +3.3% | -2.1% | +0.5% |
| 30D | -45.3% | +19.0% | -64.3% | -47.4% |
| 3M | -83.1% | +0.4% | -83.5% | -83.2% |
| 6M | -76.9% | +13.0% | -89.8% | -76.9% |
| YTD | -85.3% | -12.7% | -72.6% | -85.6% |
| 1Y | -89.8% | -20.9% | -68.9% | -90.2% |
| All | -99.9% | -41.6% | -58.4% | -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