-91.6%
AMIX vs CPB
-19.1%
-72.5%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.5% |
| 7D | -16.0% | +8.0% | -24.0% | -18.6% |
| 30D | -55.4% | +22.4% | -77.8% | -59.5% |
| 3M | -87.5% | +2.5% | -90.0% | -87.8% |
| 6M | -81.2% | +12.2% | -93.4% | -81.1% |
| YTD | -86.8% | -12.8% | -74.0% | -88.1% |
| 1Y | -91.6% | -19.2% | -72.4% | -93.4% |
| All | -91.6% | -19.1% | -72.5% | -93.4% |
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