+188.5%
APH vs AMIX
-100.0%
+288.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -5.6% | -3.7% | -9.3% |
| 7D | -12.7% | -25.5% | +12.8% | -12.4% |
| 30D | -19.2% | -56.2% | +37.0% | -18.3% |
| 3M | -16.7% | -87.4% | +70.8% | -14.7% |
| 6M | +5.1% | -80.9% | +86.0% | +3.2% |
| YTD | +6.6% | -86.8% | +93.4% | +4.7% |
| 1Y | +3.9% | -91.3% | +95.2% | +2.3% |
| All | +188.5% | -100.0% | +288.4% | +201.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling