-46.4%
AMIX vs TROW
+19.9%
-66.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | +1.2% |
| 7D | -13.7% | -1.3% | -12.4% | -10.2% |
| 30D | -62.1% | -4.5% | -57.5% | -55.8% |
| 3M | -46.2% | +3.9% | -50.0% | -37.5% |
| 6M | -46.4% | +22.6% | -69.0% | -40.1% |
| All | -46.4% | +19.9% | -66.4% | -40.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling