+588.3%
APP vs AMIX
-99.9%
+688.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.9% | +4.1% | +2.2% |
| 7D | +0.9% | -13.7% | +14.6% | +1.0% |
| 30D | -23.3% | -62.1% | +38.8% | -22.6% |
| 3M | -42.6% | -46.2% | +3.5% | -43.4% |
| 6M | -33.6% | -46.4% | +12.8% | -34.5% |
| YTD | -52.4% | -60.3% | +7.8% | -53.0% |
| 1Y | -35.9% | -79.7% | +43.8% | -36.3% |
| All | +588.3% | -99.9% | +688.2% | +588.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling