-99.8%
AMIX vs CRBG
+52.2%
-152.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.8% | -0.8% |
| 7D | -4.8% | +0.6% | -5.4% | -5.0% |
| 30D | -42.0% | +2.6% | -44.6% | -42.6% |
| 3M | -46.5% | +24.0% | -70.5% | -51.6% |
| 6M | -48.2% | +50.5% | -98.7% | -56.1% |
| YTD | -62.2% | +17.1% | -79.3% | -65.2% |
| 1Y | -82.1% | +5.9% | -87.9% | -82.8% |
| All | -99.8% | +52.2% | -152.0% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 CRBG 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