-79.7%
AMIX vs GSK
+31.2%
-110.9%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.6% |
| 7D | -13.7% | -1.8% | -11.9% | -13.4% |
| 30D | -62.1% | -2.2% | -59.9% | -61.8% |
| 3M | -46.2% | -1.8% | -44.4% | -45.9% |
| 6M | -46.4% | -10.6% | -35.8% | -44.6% |
| YTD | -60.3% | +4.4% | -64.7% | -61.8% |
| 1Y | -79.7% | +30.4% | -110.1% | -83.2% |
| All | -79.7% | +31.2% | -110.9% | -83.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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