-81.4%
AMIX vs TROW
+6.5%
-87.8%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.3% |
| 7D | -3.4% | +0.4% | -3.8% | -3.9% |
| 30D | -54.4% | -4.0% | -50.3% | -51.1% |
| 3M | -45.7% | +5.0% | -50.8% | -41.3% |
| 6M | -49.2% | +24.3% | -73.5% | -45.3% |
| YTD | -60.3% | +9.8% | -70.1% | -58.1% |
| 1Y | -81.4% | +6.4% | -87.8% | -78.2% |
| All | -81.4% | +6.5% | -87.8% | -78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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