-99.9%
AMIX vs CPB
-40.9%
-59.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.7% | -6.3% | -5.7% |
| 7D | -25.5% | +11.6% | -37.1% | -27.1% |
| 30D | -56.2% | +23.3% | -79.5% | -58.1% |
| 3M | -87.4% | +1.6% | -89.1% | -87.5% |
| 6M | -80.9% | +13.9% | -94.8% | -80.9% |
| YTD | -86.8% | -11.7% | -75.2% | -87.2% |
| 1Y | -91.3% | -18.2% | -73.1% | -91.7% |
| All | -99.9% | -40.9% | -59.1% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling