-37.0%
APP vs AMIX
-91.4%
+54.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | 0.0% | +9.9% | +9.9% |
| 7D | +71.2% | -16.0% | +87.2% | +71.6% |
| 30D | +39.1% | -55.4% | +94.5% | +40.5% |
| 3M | +16.5% | -87.5% | +104.1% | +19.4% |
| 6M | -16.6% | -81.2% | +64.6% | -9.8% |
| YTD | -41.9% | -86.8% | +44.9% | -36.7% |
| 1Y | -37.0% | -91.6% | +54.5% | -30.9% |
| All | -37.0% | -91.4% | +54.3% | -30.9% |
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