+664.7%
APP vs AMIX
-100.0%
+764.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -5.6% | +36.6% | +31.1% |
| 7D | +39.7% | -25.5% | +65.2% | +40.1% |
| 30D | +27.7% | -56.2% | +83.9% | +28.9% |
| 3M | -14.8% | -87.4% | +72.7% | -13.0% |
| 6M | -25.5% | -80.9% | +55.4% | -25.8% |
| YTD | -47.2% | -86.8% | +39.7% | -47.1% |
| 1Y | -42.3% | -91.3% | +49.0% | -42.1% |
| All | +664.7% | -100.0% | +764.6% | +674.1% |
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