-42.3%
APP vs AMIX
-91.8%
+49.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -5.6% | +36.6% | +31.1% |
| 7D | +39.7% | -25.5% | +65.2% | +40.2% |
| 30D | +27.7% | -56.2% | +83.9% | +29.1% |
| 3M | -14.8% | -87.4% | +72.7% | -12.7% |
| 6M | -25.5% | -80.9% | +55.4% | -19.6% |
| YTD | -47.2% | -86.8% | +39.7% | -42.4% |
| 1Y | -42.3% | -91.3% | +49.0% | -36.7% |
| All | -42.3% | -91.8% | +49.5% | -36.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling