+35.8%
ARM vs AMIX
-91.8%
+127.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | -20.0% | +32.1% | +12.9% |
| 7D | +6.0% | -8.1% | +14.1% | +6.2% |
| 30D | -20.3% | -52.3% | +31.9% | -18.0% |
| 3M | -24.4% | -83.8% | +59.4% | -19.1% |
| 6M | -4.4% | -79.0% | +74.6% | -0.9% |
| YTD | +86.0% | -87.2% | +173.2% | +96.9% |
| 1Y | +35.8% | -91.7% | +127.5% | +45.6% |
| All | +35.8% | -91.8% | +127.6% | +45.6% |
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 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