+64.8%
APH vs AMIX
-99.9%
+164.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -5.0% | -42.8% | -47.7% |
| 7D | -48.7% | -18.5% | -30.2% | -48.5% |
| 30D | -51.9% | -62.1% | +10.1% | -51.4% |
| 3M | -43.6% | -46.2% | +2.6% | -45.3% |
| 6M | -37.5% | -46.4% | +8.9% | -39.5% |
| YTD | -38.6% | -60.3% | +21.6% | -40.5% |
| 1Y | -26.3% | -79.7% | +53.3% | -28.3% |
| All | +64.8% | -99.9% | +164.7% | +69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 10y: compounded portfolio wealth divided by compounded AMIX 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…
10y analysis · Full analysis span regression · 6 months rolling