-99.8%
AMIX vs CPB
-46.0%
-53.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.5% | -1.1% |
| 7D | -13.7% | -8.6% | -5.1% | -12.1% |
| 30D | -62.1% | -7.2% | -54.8% | -61.7% |
| 3M | -46.2% | +0.9% | -47.1% | -45.5% |
| 6M | -46.4% | -11.8% | -34.6% | -46.4% |
| YTD | -60.3% | -19.4% | -40.8% | -60.6% |
| 1Y | -79.7% | -30.4% | -49.3% | -80.2% |
| All | -99.8% | -46.0% | -53.8% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling