-99.9%
AMIX vs TROW
+12.8%
-112.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | -16.0% | +4.3% | -20.4% | -18.5% |
| 30D | -55.4% | +4.2% | -59.6% | -56.6% |
| 3M | -87.5% | -3.4% | -84.1% | -87.2% |
| 6M | -81.2% | +4.7% | -85.9% | -80.9% |
| YTD | -86.8% | +10.1% | -96.9% | -86.8% |
| 1Y | -91.6% | +11.7% | -103.3% | -91.5% |
| All | -99.9% | +12.8% | -112.7% | -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