-99.9%
AMIX vs TROW
+13.3%
-113.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.5% | +0.7% |
| 7D | -9.9% | +0.5% | -10.3% | -9.9% |
| 30D | -52.8% | +9.3% | -62.1% | -55.3% |
| 3M | -80.0% | -0.9% | -79.1% | -79.9% |
| 6M | -80.2% | +8.3% | -88.6% | -80.0% |
| YTD | -88.1% | +10.6% | -98.8% | -88.1% |
| 1Y | -91.1% | +10.5% | -101.6% | -91.0% |
| All | -99.9% | +13.3% | -113.3% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling