-92.4%
AMIX vs TROW
+9.6%
-102.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -2.2% | -6.2% | -5.1% |
| 7D | -10.9% | -0.5% | -10.4% | -9.7% |
| 30D | -55.0% | +6.7% | -61.7% | -59.4% |
| 3M | -82.0% | -1.7% | -80.4% | -81.5% |
| 6M | -80.4% | +7.8% | -88.3% | -78.4% |
| YTD | -88.3% | +9.9% | -98.2% | -87.1% |
| 1Y | -92.4% | +8.7% | -101.1% | -91.8% |
| All | -92.4% | +9.6% | -102.0% | -91.8% |
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